Hemington 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
$843K Hold
2025
Q2
$787K Hold
2025
Q1
$752K Hold
2024
Q4
$800K Hold
2024
Q3
$803K Hold
2024
Q2
$737K Sell
2024
Q1
$888K Hold
2023
Q4
$833K Sell
2023
Q3
$741K Hold
2023
Q2
$768K Hold
2023
Q1
$738K Sell
2022
Q4
$760K Sell
2022
Q3
$908K Sell
2022
Q2
$1.31M Buy
2022
Q1
$1.54M Sell
2021
Q4
$1.49M Buy
2021
Q3
$1.48M Buy
2021
Q2
$1.16M Sell
2021
Q1
$1.65M Sell
2020
Q4
$1.49M Buy