Iron Horse Wealth Management’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 | $1.91M | Sell |
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|
2025
Q1 | $1.83M | Sell |
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|
2024
Q4 | $9.89M | Buy |
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|
2024
Q3 | $9.75M | Buy |
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|
2024
Q2 | $8.55M | Buy |
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|
2024
Q1 | $8.74M | Buy |
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|
2023
Q4 | $7.88M | Buy |
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|
2023
Q3 | $6.76M | Buy |
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|
2023
Q2 | $6.77M | Buy |
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|
2023
Q1 | $5.97M | Buy |
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|
2022
Q4 | $5.75M | Buy |
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|
2022
Q3 | $2.12M | Sell |
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|
2022
Q2 | $5.17M | Buy |
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|
2022
Q1 | $5.55M | Buy |
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|
2021
Q4 | $5.32M | Buy |
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|
2021
Q3 | $4.79M | Buy |
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|
2021
Q2 | $4.49M | Buy |
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|
2021
Q1 | $4.08M | Buy |
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|
2020
Q4 | $3.34M | Buy |
|