Greenspring Advisors’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
Q1 | – | Sell |
-1,116
| Closed | -$221K | – | 104 |
|
2024
Q4 | $221K | Hold |
1,116
| – | – | 0.05% | 88 |
|
2024
Q3 | $224K | Hold |
1,116
| – | – | 0.05% | 88 |
|
2024
Q2 | $204K | Buy |
+1,116
| New | +$204K | 0.05% | 79 |
|
2023
Q2 | – | Sell |
-6,113
| Closed | -$971K | – | 114 |
|
2023
Q1 | $971K | Buy |
6,113
+133
| +2% | +$21.1K | 0.21% | 48 |
|
2022
Q4 | $950K | Sell |
5,980
-54
| -0.9% | -$8.58K | 0.25% | 46 |
|
2022
Q3 | $865K | Sell |
6,034
-34
| -0.6% | -$4.87K | 0.27% | 44 |
|
2022
Q2 | $907K | Buy |
6,068
+730
| +14% | +$109K | 0.27% | 43 |
|
2022
Q1 | $939K | Sell |
5,338
-544
| -9% | -$95.7K | 0.25% | 34 |
|
2021
Q4 | $1.05M | Buy |
+5,882
| New | +$1.05M | 0.27% | 29 |
|