Kessler Investment Group’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 | $9.17K | Hold |
47
| – | – | ﹤0.01% | 140 |
|
|
2025
Q1 | $8.76K | Buy |
+47
| New | +$8.76K | ﹤0.01% | 151 |
|
|
2022
Q2 | – | Sell |
-725
| Closed | -$128K | – | 191 |
|
|
2022
Q1 | $128K | Sell |
725
-90
| -11% | -$15.9K | 0.07% | 84 |
|
|
2021
Q4 | $146K | Buy |
815
+18
| +2% | +$3.23K | 0.08% | 87 |
|
|
2021
Q3 | $135K | Buy |
+797
| New | +$135K | 0.1% | 79 |
|