FWL Investment 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 | $3.32K | Hold |
17
| – | – | ﹤0.01% | 276 |
|
|
2025
Q1 | $3.17K | Sell |
17
-1
| -6% | -$186 | ﹤0.01% | 267 |
|
|
2024
Q4 | $3.57K | Sell |
18
-48
| -73% | -$9.51K | ﹤0.01% | 279 |
|
|
2024
Q3 | $13.3K | Buy |
66
+48
| +267% | +$9.64K | 0.01% | 220 |
|
|
2024
Q2 | $3.29K | Hold |
18
| – | – | ﹤0.01% | 214 |
|
|
2024
Q1 | $3.45K | Hold |
18
| – | – | ﹤0.01% | 202 |
|
|
2023
Q4 | $3.24K | Hold |
18
| – | – | ﹤0.01% | 204 |
|
|
2023
Q3 | $2.87K | Buy |
+18
| New | +$2.87K | ﹤0.01% | 168 |
|
|
2023
Q2 | – | Sell |
-18
| Closed | -$2.86K | – | 73 |
|
|
2023
Q1 | $2.86K | Hold |
18
| – | – | ﹤0.01% | 69 |
|
|
2022
Q4 | $2.86K | Hold |
18
| – | – | ﹤0.01% | 166 |
|
|
2022
Q3 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 58 |
|