Guardian Wealth Management’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 | $481K | Buy |
2,468
+14
| +0.6% | +$2.73K | 0.32% | 52 |
|
|
2025
Q1 | $457K | Buy |
2,454
+148
| +6% | +$27.6K | 0.31% | 54 |
|
|
2024
Q4 | $457K | Sell |
2,306
-659
| -22% | -$131K | 0.31% | 53 |
|
|
2024
Q3 | $595K | Buy |
2,965
+1,100
| +59% | +$221K | 0.42% | 51 |
|
|
2024
Q2 | $340K | Buy |
1,865
+505
| +37% | +$92.2K | 0.26% | 55 |
|
|
2024
Q1 | $261K | Buy |
1,360
+53
| +4% | +$10.2K | 0.2% | 59 |
|
|
2023
Q4 | $235K | Buy |
1,307
+71
| +6% | +$12.8K | 0.2% | 61 |
|
|
2023
Q3 | $197K | Buy |
1,236
+35
| +3% | +$5.58K | 0.18% | 66 |
|
|
2023
Q2 | $199K | Buy |
1,201
+55
| +5% | +$9.09K | 0.18% | 66 |
|
|
2023
Q1 | $182K | Buy |
1,146
+273
| +31% | +$43.3K | 0.18% | 73 |
|
|
2022
Q4 | $139K | Buy |
873
+626
| +253% | +$99.4K | 0.14% | 84 |
|
|
2022
Q3 | $35K | Buy |
247
+101
| +69% | +$14.3K | 0.04% | 122 |
|
|
2022
Q2 | $22K | Buy |
146
+1
| +0.7% | +$151 | 0.02% | 137 |
|
|
2022
Q1 | $26K | Hold |
145
| – | – | 0.03% | 141 |
|
|
2021
Q4 | $26K | Buy |
+145
| New | +$26K | 0.03% | 139 |
|