Kestra Private Wealth Services’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 | $9.89M | Buy |
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|
2025
Q2 | $9.16M | Sell |
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|
2025
Q1 | $8.89M | Buy |
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|
2024
Q4 | $8.61M | Buy |
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|
2024
Q3 | $7.53M | Buy |
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|
2024
Q2 | $6.35M | Buy |
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|
2024
Q1 | $6.4M | Buy |
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|
2023
Q4 | $5.69M | Buy |
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|
2023
Q3 | $3.78M | Buy |
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|
2023
Q2 | $3.33M | Buy |
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|
2023
Q1 | $3.09M | Buy |
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|
2022
Q4 | $2.54M | Buy |
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|
2022
Q3 | $470K | Buy |
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|
2022
Q2 | $475K | Sell |
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|
2022
Q1 | $586K | Buy |
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|
2021
Q4 | $319K | Buy |
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|
2021
Q3 | $202K | Buy |
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