Global Financial Private Client’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $35.4K | Hold |
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|
2024
Q4 | $37.7K | Hold |
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2024
Q3 | $38.1K | Hold |
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|
2024
Q2 | $34.7K | Hold |
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|
2024
Q1 | $36.1K | Hold |
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|
2023
Q4 | $34.2K | Hold |
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|
2023
Q3 | $29.8K | Hold |
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|
2023
Q2 | $31.6K | Hold |
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|
2023
Q1 | $30.2K | Hold |
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|
2022
Q4 | $30.2K | Hold |
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|
2022
Q3 | $28K | Hold |
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|
2022
Q2 | $28.9K | Hold |
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|
2022
Q1 | $33.6K | Hold |
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|
2021
Q4 | $34K | Sell |
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|
2021
Q3 | $50K | Hold |
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|
2021
Q2 | $50.8K | Hold |
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|
2021
Q1 | $48.6K | Hold |
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|
2020
Q4 | $41.2K | Hold |
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|
2020
Q3 | $32.4K | Hold |
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|
2020
Q2 | $30.6K | Hold |
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|
2020
Q1 | $24.1K | Hold |
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|
2019
Q4 | $39.8K | Buy |
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