Heritage Wealth Advisors’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 | $35.7K | Buy |
183
+120
| +190% | +$23.4K | ﹤0.01% | 325 |
|
|
2025
Q1 | $11.7K | Buy |
+63
| New | +$11.7K | ﹤0.01% | 413 |
|
|
2022
Q3 | – | Sell |
-166
| Closed | -$25K | – | 574 |
|
|
2022
Q2 | $25K | Buy |
+166
| New | +$25K | ﹤0.01% | 402 |
|
|
2019
Q3 | – | Sell |
-302
| Closed | -$39.5K | – | 470 |
|
|
2019
Q2 | $39.5K | Buy |
+302
| New | +$39.5K | 0.01% | 282 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$22K | – | 463 |
|
|
2018
Q4 | $22K | Hold |
200
| – | – | ﹤0.01% | 258 |
|
|
2018
Q3 | $27K | Buy |
+200
| New | +$27K | 0.01% | 246 |
|