JDM Financial Group’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
Q3 | $71.2K | Hold |
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|
2025
Q2 | $66.5K | Hold |
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|
2025
Q1 | $63.5K | Hold |
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|
2024
Q4 | $67.6K | Buy |
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|
2024
Q3 | $28.1K | Sell |
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|
2024
Q2 | $73.9K | Hold |
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|
2024
Q1 | $77.7K | Hold |
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|
2023
Q4 | $72.9K | Hold |
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|
2023
Q3 | $64.6K | Hold |
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|
2023
Q2 | $67K | Hold |
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|
2023
Q1 | $64.3K | Hold |
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|
2022
Q4 | $64.3K | Buy |
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