Horizon 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 | $35.9K | Sell |
184
-27
| -13% | -$5.27K | 0.02% | 90 |
|
|
2025
Q1 | $39.3K | Sell |
211
-238
| -53% | -$44.3K | 0.02% | 83 |
|
|
2024
Q4 | $89K | Hold |
449
| – | – | 0.05% | 66 |
|
|
2024
Q3 | $90.2K | Hold |
449
| – | – | 0.05% | 67 |
|
|
2024
Q2 | $82K | Buy |
449
+23
| +5% | +$4.2K | 0.05% | 70 |
|
|
2024
Q1 | $81.7K | Buy |
+426
| New | +$81.7K | 0.05% | 66 |
|