Founders Financial Alliance’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 | $270K | Buy |
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|
2025
Q2 | $59.1K | Sell |
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|
2025
Q1 | $241K | Buy |
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|
2024
Q4 | $106K | Buy |
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|
2024
Q3 | $107K | Buy |
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|
2024
Q2 | $97.1K | Sell |
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|
2024
Q1 | $116K | Buy |
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|
2023
Q4 | $95.7K | Hold |
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|
2023
Q3 | $84.8K | Hold |
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|
2023
Q2 | $88K | Hold |
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|
2023
Q1 | $83.9K | Sell |
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|
2022
Q4 | $87K | Buy |
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|
2022
Q3 | $73K | Sell |
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|
2022
Q2 | $193K | Buy |
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|
2022
Q1 | $90K | Sell |
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|
2021
Q4 | $455K | Buy |
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|
2021
Q3 | $430K | Sell |
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|
2021
Q2 | $464K | Buy |
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|
2021
Q1 | $405K | Buy |
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|
2020
Q4 | $31K | Hold |
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|
2020
Q3 | $26K | Buy |
|