IWS
Integrity Wealth Solutions’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Sell |
17,538
-1,892
| -10% | -$369K | 1.67% | 18 |
|
|
2025
Q1 | $3.62M | Buy |
19,430
+784
| +4% | +$146K | 1.96% | 15 |
|
|
2024
Q4 | $3.7M | Sell |
18,646
-331
| -2% | -$65.6K | 2.07% | 15 |
|
|
2024
Q3 | $3.81M | Sell |
18,977
-361
| -2% | -$72.5K | 2.22% | 14 |
|
|
2024
Q2 | $3.55M | Sell |
19,338
-137
| -0.7% | -$25.1K | 2.31% | 12 |
|
|
2024
Q1 | $3.74M | Sell |
19,475
-175
| -0.9% | -$33.6K | 2.44% | 11 |
|
|
2023
Q4 | $3.54M | Buy |
+19,650
| New | +$3.54M | 2.45% | 12 |
|