Heartwood Wealth Advisors’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 | $3.19M | Buy |
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|
2025
Q2 | $2.93M | Buy |
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|
2025
Q1 | $2.8M | Sell |
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|
2024
Q4 | $3.22M | Hold |
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|
2024
Q3 | $3.26M | Buy |
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|
2024
Q2 | $2.87M | Buy |
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|
2024
Q1 | $2.98M | Sell |
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|
2023
Q4 | $2.8M | Hold |
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|
2023
Q3 | $2.48M | Buy |
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|
2023
Q2 | $2.54M | Buy |
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|
2023
Q1 | $2.42M | Buy |
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|
2022
Q4 | $2.35M | Buy |
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|
2022
Q3 | $2.12M | Buy |
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|
2022
Q2 | $2.21M | Sell |
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|
2022
Q1 | $2.73M | Buy |
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|
2021
Q4 | $2.43M | Buy |
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|
2021
Q3 | $2.19M | Buy |
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|
2021
Q2 | $2.25M | Buy |
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|
2021
Q1 | $1.92M | Buy |
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|
2020
Q4 | $1.52M | Buy |
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|
2020
Q3 | $1.13M | Buy |
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|
2020
Q2 | $1.04M | Buy |
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|
2020
Q1 | $395K | Sell |
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|
2019
Q4 | $615K | Buy |
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