King Wealth Management Group’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 | $1.1M | Sell |
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|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $946K | Buy |
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|
2023
Q3 | $233K | Buy |
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|
2023
Q2 | $220K | Sell |
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|
2023
Q1 | $220K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $250K | Sell |
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|
2014
Q2 | $284K | Buy |
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|
2014
Q1 | $270K | Buy |
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