HB Wealth Management’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 | $12.9M | Sell |
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|
2025
Q2 | $12M | Buy |
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|
2025
Q1 | $10.8M | Buy |
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|
2024
Q4 | $9.63M | Buy |
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|
2024
Q3 | $9.63M | Sell |
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|
2024
Q2 | $8.85M | Buy |
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|
2024
Q1 | $9.29M | Sell |
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|
2023
Q4 | $8.76M | Buy |
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|
2023
Q3 | $7.15M | Buy |
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|
2023
Q2 | $7.06M | Sell |
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|
2023
Q1 | $6.83M | Buy |
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|
2022
Q4 | $6.3M | Sell |
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|
2022
Q3 | $5.86M | Sell |
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|
2022
Q2 | $7.07M | Sell |
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|
2022
Q1 | $8.38M | Buy |
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|
2021
Q4 | $5.14M | Buy |
|