Grand 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 | $363K | Hold |
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|
2025
Q2 | $339K | Sell |
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|
2025
Q1 | $330K | Buy |
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|
2024
Q4 | $345K | Hold |
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|
2024
Q3 | $350K | Hold |
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|
2024
Q2 | $320K | Hold |
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|
2024
Q1 | $334K | Hold |
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|
2023
Q4 | $314K | Sell |
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|
2023
Q3 | $321K | Sell |
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|
2023
Q2 | $343K | Buy |
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|
2023
Q1 | $319K | Hold |
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|
2022
Q4 | $319K | Sell |
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|
2022
Q3 | $430K | Sell |
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|
2022
Q2 | $457K | Hold |
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|
2022
Q1 | $537K | Hold |
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|
2021
Q4 | $545K | Buy |
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