Holistic Planning’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 | $1.02M | Buy |
5,250
+121
| +2% | +$23.6K | 0.29% | 66 |
|
|
2025
Q1 | $955K | Sell |
5,129
-1
| -0% | -$186 | 0.32% | 64 |
|
|
2024
Q4 | $1.02M | Buy |
5,130
+70
| +1% | +$13.9K | 0.37% | 53 |
|
|
2024
Q3 | $1.02M | Sell |
5,060
-541
| -10% | -$109K | 0.43% | 50 |
|
|
2024
Q2 | $1.07M | Sell |
5,601
-77
| -1% | -$14.8K | 0.83% | 42 |
|
|
2024
Q1 | $1.09M | Buy |
5,678
+79
| +1% | +$15.2K | 0.83% | 41 |
|
|
2023
Q4 | $1.01M | Buy |
+5,599
| New | +$1.01M | 0.85% | 41 |
|