Gen-Wealth Partners’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 | $84.9K | Buy |
435
+2
| +0.5% | +$390 | 0.03% | 297 |
|
|
2025
Q1 | $80.7K | Buy |
433
+1
| +0.2% | +$186 | 0.03% | 297 |
|
|
2024
Q4 | $85.5K | Buy |
432
+1
| +0.2% | +$198 | 0.04% | 301 |
|
|
2024
Q3 | $86.8K | Sell |
431
-237
| -35% | -$47.7K | 0.04% | 301 |
|
|
2024
Q2 | $122K | Hold |
668
| – | – | 0.06% | 263 |
|
|
2024
Q1 | $128K | Buy |
+668
| New | +$128K | 0.06% | 273 |
|