Forza Wealth Management’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 | $3.32M | Hold |
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|
2025
Q2 | $3.11M | Hold |
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|
2025
Q1 | $2.97M | Sell |
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|
2024
Q4 | $3.16M | Hold |
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|
2024
Q3 | $3.21M | Sell |
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|
2024
Q2 | $2.91M | Sell |
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|
2024
Q1 | $3.08M | Sell |
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|
2023
Q4 | $2.93M | Sell |
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|
2023
Q3 | $3.04M | Hold |
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|
2023
Q2 | $3.15M | Hold |
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|
2023
Q1 | $3.02M | Buy |
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|
2022
Q4 | $2.58M | Buy |
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