Forza Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.11M | Hold |
15,924
| – | – | 1.27% | 22 |
|
|
2025
Q1 | $2.97M | Sell |
15,924
-40
| -0.3% | -$7.45K | 1.33% | 23 |
|
|
2024
Q4 | $3.16M | Hold |
15,964
| – | – | 1.44% | 19 |
|
|
2024
Q3 | $3.21M | Sell |
15,964
-1
| -0% | -$201 | 1.47% | 15 |
|
|
2024
Q2 | $2.91M | Sell |
15,965
-88
| -0.5% | -$16.1K | 1.5% | 16 |
|
|
2024
Q1 | $3.08M | Sell |
16,053
-215
| -1% | -$41.3K | 1.6% | 13 |
|
|
2023
Q4 | $2.93M | Sell |
16,268
-2,778
| -15% | -$500K | 1.62% | 14 |
|
|
2023
Q3 | $3.04M | Hold |
19,046
| – | – | 1.57% | 13 |
|
|
2023
Q2 | $3.15M | Hold |
19,046
| – | – | 1.59% | 11 |
|
|
2023
Q1 | $3.02M | Buy |
19,046
+2,778
| +17% | +$441K | 1.56% | 14 |
|
|
2022
Q4 | $2.58M | Buy |
+16,268
| New | +$2.58M | 1.71% | 15 |
|