IAG Wealth Partners’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 | $47.8K | Sell |
245
-45
| -16% | -$8.78K | 0.01% | 199 |
|
|
2025
Q1 | $54K | Buy |
290
+45
| +18% | +$8.38K | 0.01% | 191 |
|
|
2024
Q4 | $48.6K | Sell |
245
-10
| -4% | -$1.98K | 0.01% | 194 |
|
|
2024
Q3 | $51.2K | Hold |
255
| – | – | 0.01% | 184 |
|
|
2024
Q2 | $46.5K | Hold |
255
| – | – | 0.01% | 182 |
|
|
2024
Q1 | $48.9K | Sell |
255
-30
| -11% | -$5.76K | 0.01% | 167 |
|
|
2023
Q4 | $51.3K | Hold |
285
| – | – | 0.01% | 155 |
|
|
2023
Q3 | $45.5K | Hold |
285
| – | – | 0.01% | 156 |
|
|
2023
Q2 | $47.1K | Buy |
285
+117
| +70% | +$19.4K | 0.01% | 163 |
|
|
2023
Q1 | $26.7K | Hold |
168
| – | – | 0.01% | 193 |
|
|
2022
Q4 | $26.7K | Hold |
168
| – | – | 0.01% | 186 |
|
|
2022
Q3 | $24K | Hold |
168
| – | – | 0.01% | 190 |
|
|
2022
Q2 | $25K | Hold |
168
| – | – | 0.01% | 182 |
|
|
2022
Q1 | $30K | Hold |
168
| – | – | 0.01% | 183 |
|
|
2021
Q4 | $30K | Buy |
168
+43
| +34% | +$7.68K | 0.01% | 177 |
|
|
2021
Q3 | $22K | Hold |
125
| – | – | 0.01% | 194 |
|
|
2021
Q2 | $22K | Buy |
+125
| New | +$22K | 0.01% | 187 |
|