Founders Financial Alliance’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 | $59.1K | Sell |
303
-988
| -77% | -$193K | 0.01% | 378 |
|
|
2025
Q1 | $241K | Buy |
1,291
+757
| +142% | +$141K | 0.06% | 297 |
|
|
2024
Q4 | $106K | Buy |
534
+1
| +0.2% | +$198 | 0.03% | 321 |
|
|
2024
Q3 | $107K | Buy |
533
+1
| +0.2% | +$201 | 0.03% | 327 |
|
|
2024
Q2 | $97.1K | Sell |
532
-75
| -12% | -$13.7K | 0.03% | 320 |
|
|
2024
Q1 | $116K | Buy |
607
+75
| +14% | +$14.4K | 0.04% | 311 |
|
|
2023
Q4 | $95.7K | Hold |
532
| – | – | 0.04% | 293 |
|
|
2023
Q3 | $84.8K | Hold |
532
| – | – | 0.04% | 281 |
|
|
2023
Q2 | $88K | Hold |
532
| – | – | 0.03% | 302 |
|
|
2023
Q1 | $83.9K | Sell |
532
-16
| -3% | -$2.53K | 0.04% | 263 |
|
|
2022
Q4 | $87K | Buy |
548
+38
| +7% | +$6.03K | 0.04% | 277 |
|
|
2022
Q3 | $73K | Sell |
510
-775
| -60% | -$111K | 0.04% | 282 |
|
|
2022
Q2 | $193K | Buy |
1,285
+775
| +152% | +$116K | 0.1% | 208 |
|
|
2022
Q1 | $90K | Sell |
510
-2,037
| -80% | -$359K | 0.04% | 269 |
|
|
2021
Q4 | $455K | Buy |
2,547
+1
| +0% | +$179 | 0.18% | 121 |
|
|
2021
Q3 | $430K | Sell |
2,546
-113
| -4% | -$19.1K | 0.2% | 116 |
|
|
2021
Q2 | $464K | Buy |
2,659
+288
| +12% | +$50.3K | 0.21% | 111 |
|
|
2021
Q1 | $405K | Buy |
2,371
+2,151
| +978% | +$367K | 0.2% | 114 |
|
|
2020
Q4 | $31K | Hold |
220
| – | – | 0.02% | 324 |
|
|
2020
Q3 | $26K | Buy |
+220
| New | +$26K | 0.02% | 516 |
|