Forvis Mazars Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $278K | Buy |
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|
2025
Q2 | $257K | Sell |
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|
2025
Q1 | $248K | Sell |
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|
2024
Q4 | $320K | Buy |
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|
2024
Q3 | $276K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $206K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $207K | Sell |
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|
2022
Q4 | $226K | Sell |
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|
2022
Q3 | $208K | Sell |
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|
2022
Q2 | $220K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $254K | Buy |
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