Hoge Financial Services’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 | $953K | Buy |
4,888
+117
| +2% | +$22.8K | 0.59% | 21 |
|
|
2025
Q1 | $889K | Buy |
4,771
+196
| +4% | +$36.5K | 0.62% | 20 |
|
|
2024
Q4 | $907K | Buy |
4,575
+5
| +0.1% | +$991 | 0.66% | 19 |
|
|
2024
Q3 | $917K | Buy |
4,570
+50
| +1% | +$10K | 0.69% | 19 |
|
|
2024
Q2 | $825K | Sell |
4,520
-307
| -6% | -$56K | 0.68% | 19 |
|
|
2024
Q1 | $926K | Sell |
4,827
-71
| -1% | -$13.6K | 0.76% | 17 |
|
|
2023
Q4 | $882K | Buy |
+4,898
| New | +$882K | 0.88% | 15 |
|