Hoxton Planning & Management’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 | $703K | Buy |
3,605
+540
| +18% | +$105K | 0.24% | 79 |
|
|
2025
Q1 | $571K | Buy |
3,065
+14
| +0.5% | +$2.61K | 0.22% | 88 |
|
|
2024
Q4 | $605K | Sell |
3,051
-7
| -0.2% | -$1.39K | 0.23% | 84 |
|
|
2024
Q3 | $614K | Sell |
3,058
-21
| -0.7% | -$4.22K | 0.24% | 80 |
|
|
2024
Q2 | $562K | Sell |
3,079
-2
| -0.1% | -$365 | 0.26% | 73 |
|
|
2024
Q1 | $591K | Buy |
3,081
+5
| +0.2% | +$959 | 0.28% | 67 |
|
|
2023
Q4 | $554K | Sell |
3,076
-349
| -10% | -$62.9K | 0.29% | 64 |
|
|
2023
Q3 | $546K | Sell |
3,425
-50
| -1% | -$7.97K | 0.35% | 60 |
|
|
2023
Q2 | $575K | Sell |
3,475
-1,326
| -28% | -$219K | 0.35% | 56 |
|
|
2023
Q1 | $762K | Sell |
4,801
-610
| -11% | -$96.8K | 0.42% | 40 |
|
|
2022
Q4 | $859K | Buy |
+5,411
| New | +$859K | 0.46% | 38 |
|