FSA 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 | $7.72K | Hold |
40
| – | – | ﹤0.01% | 330 |
|
2025
Q1 | $7.37K | Sell |
40
-99
| -71% | -$18.2K | ﹤0.01% | 311 |
|
2024
Q4 | $27.6K | Hold |
139
| – | – | 0.01% | 202 |
|
2024
Q3 | $27.9K | Buy |
+139
| New | +$27.9K | 0.01% | 206 |
|
2024
Q1 | $26.6K | Hold |
139
| – | – | 0.01% | 214 |
|
2023
Q4 | $25K | Buy |
+139
| New | +$25K | 0.01% | 211 |
|
2021
Q1 | – | Sell |
-100
| Closed | -$14K | – | 225 |
|
2020
Q4 | $14K | Buy |
+100
| New | +$14K | 0.01% | 238 |
|