Goepper Burkhardt’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 | $4.38M | Sell |
22,470
-2,326
| -9% | -$454K | 1.61% | 19 |
|
|
2025
Q1 | $4.62M | Sell |
24,796
-2,114
| -8% | -$394K | 1.85% | 17 |
|
|
2024
Q4 | $5.33M | Sell |
26,910
-2,551
| -9% | -$506K | 2.17% | 16 |
|
|
2024
Q3 | $5.92M | Sell |
29,461
-1,415
| -5% | -$284K | 2.44% | 15 |
|
|
2024
Q2 | $5.64M | Sell |
30,876
-500
| -2% | -$91.3K | 2.55% | 14 |
|
|
2024
Q1 | $5.9M | Sell |
31,376
-1,483
| -5% | -$279K | 2.75% | 14 |
|
|
2023
Q4 | $5.86M | Buy |
+32,859
| New | +$5.86M | 2.92% | 10 |
|