Founders Financial Securities’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 | $448K | Sell |
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|
2025
Q2 | $591K | Buy |
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|
2025
Q1 | $524K | Buy |
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|
2024
Q4 | $539K | Sell |
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|
2024
Q3 | $572K | Sell |
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|
2024
Q2 | $572K | Buy |
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|
2024
Q1 | $542K | Sell |
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|
2023
Q4 | $727K | Buy |
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|
2023
Q3 | $399K | Buy |
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|
2023
Q2 | $407K | Buy |
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|
2023
Q1 | $386K | Sell |
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|
2022
Q4 | $393K | Sell |
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|
2022
Q3 | $357K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2.52M | Sell |
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|
2017
Q1 | $2.89M | Sell |
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|
2016
Q4 | $6.57M | Buy |
|