JFS Wealth Advisors’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 | $3.24M | Hold |
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|
2025
Q1 | $3.09M | Hold |
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|
2024
Q4 | $3.29M | Sell |
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|
2024
Q3 | $3.37M | Buy |
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|
2024
Q2 | $72.8K | Sell |
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|
2024
Q1 | $86K | Buy |
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|
2023
Q4 | $49.1K | Sell |
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|
2023
Q3 | $47.8K | Buy |
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|
2023
Q2 | $43.2K | Hold |
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|
2023
Q1 | $41.4K | Hold |
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|
2022
Q4 | $41.4K | Buy |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $2K | Sell |
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|
2021
Q4 | $6K | Buy |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $2K | Hold |
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|
2020
Q4 | $2K | Sell |
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|
2020
Q3 | $3K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $2K | Sell |
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|
2018
Q4 | $16K | Sell |
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|
2018
Q3 | $66K | Buy |
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|
2018
Q2 | $24K | Hold |
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|
2018
Q1 | $23K | Hold |
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|
2017
Q4 | $24K | Hold |
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|
2017
Q3 | $23K | Hold |
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|
2017
Q2 | $22K | Hold |
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|
2017
Q1 | $21K | Hold |
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|
2016
Q4 | $21K | Sell |
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|
2016
Q3 | $87K | Buy |
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|
2016
Q2 | $82K | Buy |
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|
2016
Q1 | $79K | Sell |
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|
2015
Q4 | $79K | Buy |
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|
2015
Q3 | $77K | Hold |
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|
2015
Q2 | $86K | Hold |
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|
2015
Q1 | $87K | Sell |
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|
2014
Q4 | $88K | Sell |
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|
2014
Q3 | $141K | Sell |
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|
2014
Q2 | $154K | Buy |
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