JT Stratford LLC’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
$891K Buy
2025
Q2
$779K Buy
2025
Q1
$680K Sell
2024
Q4
$736K Buy
2024
Q3
$711K Buy
2024
Q2
$529K Buy
2024
Q1
$444K Sell
2023
Q4
$601K Sell
2023
Q3
$592K Sell
2023
Q2
$805K Buy
2023
Q1
$663K Buy
2022
Q4
$663K Sell
2022
Q3
$602K Buy
2022
Q2
$607K Buy