Keeler & Nadler Financial Planning & Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Sell |
3,529
-20
| -0.6% | -$3.9K | 0.28% | 43 |
|
|
2025
Q1 | $659K | Sell |
3,549
-22
| -0.6% | -$4.08K | 0.3% | 40 |
|
|
2024
Q4 | $708K | Sell |
3,571
-237
| -6% | -$47K | 0.33% | 39 |
|
|
2024
Q3 | $765K | Sell |
3,808
-493
| -11% | -$99K | 0.37% | 33 |
|
|
2024
Q2 | $785K | Sell |
4,301
-1,021
| -19% | -$186K | 0.43% | 33 |
|
|
2024
Q1 | $1.02M | Sell |
5,322
-835
| -14% | -$160K | 0.61% | 33 |
|
|
2023
Q4 | $1.11M | Buy |
+6,157
| New | +$1.11M | 0.8% | 26 |
|
|
2022
Q4 | $1.04M | Buy |
+6,572
| New | +$1.04M | 0.95% | 22 |
|
|
2021
Q4 | $1.19M | Buy |
+6,676
| New | +$1.19M | 1.1% | 24 |
|