GW & Wade’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
2023
Q4
$285K Buy
1,586
+99
+7% +$17.8K 0.01% 350
2023
Q3
$237K Buy
1,487
+65
+5% +$10.4K 0.01% 358
2023
Q2
$235K Hold
1,422
0.01% 353
2023
Q1
$226K Buy
1,422
+2
+0.1% +$318 0.01% 344
2022
Q4
$226K Buy
+1,420
New +$226K 0.01% 350