JDM Financial Group’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 | $66.5K | Hold |
341
| – | – | 0.03% | 80 |
|
|
2025
Q1 | $63.5K | Hold |
341
| – | – | 0.03% | 75 |
|
|
2024
Q4 | $67.6K | Buy |
341
+201
| +144% | +$39.8K | 0.04% | 70 |
|
|
2024
Q3 | $28.1K | Sell |
140
-265
| -65% | -$53.2K | 0.02% | 112 |
|
|
2024
Q2 | $73.9K | Hold |
405
| – | – | 0.05% | 66 |
|
|
2024
Q1 | $77.7K | Hold |
405
| – | – | 0.06% | 53 |
|
|
2023
Q4 | $72.9K | Hold |
405
| – | – | 0.06% | 55 |
|
|
2023
Q3 | $64.6K | Hold |
405
| – | – | 0.06% | 57 |
|
|
2023
Q2 | $67K | Hold |
405
| – | – | 0.06% | 58 |
|
|
2023
Q1 | $64.3K | Hold |
405
| – | – | 0.06% | 59 |
|
|
2022
Q4 | $64.3K | Buy |
+405
| New | +$64.3K | 0.06% | 60 |
|