Golden State Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $281K | Buy |
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|
2025
Q2 | $263K | Sell |
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|
2025
Q1 | $296K | Sell |
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|
2024
Q4 | $329K | Buy |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q4 | $246K | Buy |
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|
2021
Q3 | $222K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $85K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $110K | Buy |
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|
2019
Q2 | $99K | Buy |
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|
2019
Q1 | $95K | Buy |
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