GeoWealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.23M | Buy |
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|
2025
Q4 | $7.02M | Sell |
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|
2025
Q3 | $7.07M | Sell |
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|
2025
Q2 | $6.78M | Buy |
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|
2025
Q1 | $5.76M | Sell |
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|
2024
Q4 | $6.44M | Sell |
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|
2024
Q3 | $7.03M | Sell |
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|
2024
Q2 | $7.58M | Buy |
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|
2024
Q1 | $7.81M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $374K | Buy |
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