Guardian Wealth Advisors (North Carolina)’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 | $269K | Hold |
1,374
| – | – | 0.02% | 281 |
|
|
2025
Q1 | $256K | Buy |
1,374
+192
| +16% | +$35.8K | 0.02% | 271 |
|
|
2024
Q4 | $234K | Sell |
1,182
-228
| -16% | -$45.2K | 0.02% | 288 |
|
|
2024
Q3 | $283K | Sell |
1,410
-14
| -1% | -$2.81K | 0.03% | 218 |
|
|
2024
Q2 | $260K | Sell |
1,424
-206
| -13% | -$37.6K | 0.03% | 218 |
|
|
2024
Q1 | $313K | Sell |
1,630
-533
| -25% | -$102K | 0.04% | 205 |
|
|
2023
Q4 | $389K | Buy |
2,163
+21
| +1% | +$3.78K | 0.06% | 166 |
|
|
2023
Q3 | $342K | Buy |
2,142
+437
| +26% | +$69.7K | 0.06% | 169 |
|
|
2023
Q2 | $282K | Buy |
1,705
+613
| +56% | +$101K | 0.05% | 175 |
|
|
2023
Q1 | $173K | Buy |
1,092
+502
| +85% | +$79.7K | 0.03% | 219 |
|
|
2022
Q4 | $93.7K | Buy |
+590
| New | +$93.7K | 0.02% | 224 |
|