Jeppson 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
Q3 | $304K | Hold |
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|
2025
Q2 | $284K | Sell |
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|
2025
Q1 | $279K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $209K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $225K | Sell |
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|
2023
Q4 | $216K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $211K | Sell |
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|
2021
Q4 | $216K | Hold |
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|
2021
Q3 | $204K | Hold |
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|
2021
Q2 | $209K | Sell |
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|
2021
Q1 | $202K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $136K | Buy |
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