Kathleen S. Wright Associates’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 | $3.73M | Buy |
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|
2025
Q2 | $3.44M | Sell |
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|
2025
Q1 | $4.01M | Sell |
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|
2024
Q4 | $4.46M | Buy |
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|
2024
Q3 | $4.5M | Buy |
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|
2024
Q2 | $4.09M | Sell |
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|
2024
Q1 | $4.42M | Sell |
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|
2023
Q4 | $4.39M | Sell |
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|
2023
Q3 | $3.96M | Buy |
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|
2023
Q2 | $3.81M | Buy |
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|
2023
Q1 | $3.6M | Buy |
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|
2022
Q4 | $3.46M | Buy |
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|
2022
Q3 | $2.87M | Buy |
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|
2022
Q2 | $2.79M | Buy |
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|
2022
Q1 | $3.05M | Buy |
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|
2021
Q4 | $2.81M | Buy |
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