IAG Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.8K | Sell |
|
|||||
|
2025
Q1 | $54K | Buy |
|
|||||
|
2024
Q4 | $48.6K | Sell |
|
|||||
|
2024
Q3 | $51.2K | Hold |
|
|||||
|
2024
Q2 | $46.5K | Hold |
|
|||||
|
2024
Q1 | $48.9K | Sell |
|
|||||
|
2023
Q4 | $51.3K | Hold |
|
|||||
|
2023
Q3 | $45.5K | Hold |
|
|||||
|
2023
Q2 | $47.1K | Buy |
|
|||||
|
2023
Q1 | $26.7K | Hold |
|
|||||
|
2022
Q4 | $26.7K | Hold |
|
|||||
|
2022
Q3 | $24K | Hold |
|
|||||
|
2022
Q2 | $25K | Hold |
|
|||||
|
2022
Q1 | $30K | Hold |
|
|||||
|
2021
Q4 | $30K | Buy |
|
|||||
|
2021
Q3 | $22K | Hold |
|
|||||
|
2021
Q2 | $22K | Buy |
|