Gerber Kawasaki Wealth & 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 | $307K | Sell |
1,573
-45
| -3% | -$8.78K | 0.01% | 255 |
|
|
2025
Q1 | $301K | Sell |
1,618
-71
| -4% | -$13.2K | 0.01% | 242 |
|
|
2024
Q4 | $335K | Buy |
1,689
+81
| +5% | +$16.1K | 0.01% | 222 |
|
|
2024
Q3 | $323K | Buy |
+1,608
| New | +$323K | 0.01% | 223 |
|
|
2021
Q4 | – | Sell |
-80
| Closed | -$13K | – | 1060 |
|
|
2021
Q3 | $13K | Buy |
+80
| New | +$13K | ﹤0.01% | 586 |
|