Investments & Financial Planning LLC’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 | $379K | Buy |
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|
2025
Q1 | $358K | Buy |
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|
2024
Q4 | $376K | Buy |
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|
2024
Q3 | $380K | Sell |
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|
2024
Q2 | $534K | Sell |
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|
2024
Q1 | $562K | Sell |
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|
2023
Q4 | $565K | Sell |
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|
2023
Q3 | $4.16M | Sell |
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|
2023
Q2 | $4.36M | Sell |
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|
2023
Q1 | $4.49M | Sell |
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|
2022
Q4 | $4.94M | Buy |
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|
2022
Q2 | $4.83M | Sell |
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|
2022
Q1 | $5.9M | Buy |
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|
2021
Q4 | $5.72M | Buy |
|