Keener Financial Planning’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 | $91K | Buy |
467
+263
| +129% | +$51.2K | 0.05% | 76 |
|
|
2025
Q1 | $38K | Sell |
204
-106
| -34% | -$19.7K | 0.02% | 89 |
|
|
2024
Q4 | $61K | Buy |
310
+15
| +5% | +$2.95K | 0.04% | 87 |
|
|
2024
Q3 | $59K | Hold |
295
| – | – | 0.04% | 79 |
|
|
2024
Q2 | $53K | Hold |
295
| – | – | 0.03% | 90 |
|
|
2024
Q1 | $57K | Hold |
295
| – | – | 0.04% | 92 |
|
|
2023
Q4 | $53K | Buy |
+295
| New | +$53K | 0.04% | 92 |
|