HighMark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $280 | Buy |
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|
2024
Q2 | – | Hold |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $7.03K | Hold |
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|
2023
Q3 | $6.19K | Hold |
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|
2023
Q2 | $6.39K | Sell |
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|
2023
Q1 | $25.6K | Buy |
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|
2022
Q4 | $21.2K | Buy |
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|
2022
Q3 | $17K | Buy |
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|
2022
Q2 | $15K | Buy |
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|
2022
Q1 | $16K | Hold |
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|
2021
Q4 | $16K | Buy |
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|
2021
Q3 | $14K | Buy |
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|
2021
Q2 | $10K | Buy |
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