Keeler & Nadler Financial Planning & 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
Q4 | $740K | Sell |
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|
2025
Q3 | $730K | Sell |
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|
2025
Q2 | $688K | Sell |
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|
2025
Q1 | $659K | Sell |
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|
2024
Q4 | $708K | Sell |
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|
2024
Q3 | $765K | Sell |
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|
2024
Q2 | $785K | Sell |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $1.11M | Buy |
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|
2022
Q4 | $1.04M | Buy |
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|
2021
Q4 | $1.19M | Buy |
|