Graves Light Lenhart Wealth’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 | $902K | Buy |
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|
2025
Q2 | $834K | Buy |
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|
2025
Q1 | $763K | Hold |
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|
2024
Q4 | $811K | Buy |
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|
2024
Q3 | $779K | Hold |
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|
2024
Q2 | $700K | Buy |
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|
2024
Q1 | $717K | Hold |
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|
2023
Q4 | $673K | Hold |
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|
2023
Q3 | $583K | Buy |
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|
2023
Q2 | $609K | Hold |
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|
2023
Q1 | $584K | Buy |
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|
2022
Q4 | $536K | Buy |
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|
2022
Q3 | $388K | Buy |
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|
2022
Q2 | $397K | Buy |
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|
2022
Q1 | $141K | Hold |
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|
2021
Q4 | $143K | Hold |
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|
2021
Q3 | $136K | Hold |
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|
2021
Q2 | $139K | Hold |
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|
2021
Q1 | $133K | Buy |
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|
2020
Q4 | $18K | Buy |
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