Kingsview Wealth Management’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 | $1.76M | Buy |
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|
2025
Q2 | $1.52M | Sell |
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|
2025
Q1 | $1.5M | Sell |
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|
2024
Q4 | $1.71M | Buy |
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|
2024
Q3 | $1.69M | Buy |
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|
2024
Q2 | $1.36M | Buy |
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|
2024
Q1 | $1.36M | Sell |
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|
2023
Q4 | $1.31M | Sell |
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|
2023
Q3 | $1.59M | Buy |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $1.3M | Sell |
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|
2022
Q4 | $1.39M | Sell |
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|
2022
Q3 | $1.3M | Sell |
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|
2022
Q2 | $1.4M | Buy |
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|
2022
Q1 | $1.29M | Sell |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $1.15M | Sell |
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|
2021
Q2 | $4.01M | Buy |
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|
2021
Q1 | $1.91M | Buy |
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|
2020
Q4 | $953K | Buy |
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|
2020
Q3 | $552K | Buy |
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|
2020
Q2 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $334K | Sell |
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|
2019
Q3 | $371K | Buy |
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|
2019
Q2 | $371K | Sell |
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|
2019
Q1 | $976K | Buy |
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|
2018
Q4 | $847K | Sell |
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|
2018
Q3 | $1.1M | Buy |
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|
2018
Q2 | $1.02M | Sell |
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|
2018
Q1 | $1.08M | Buy |
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|
2017
Q4 | $1.1M | Buy |
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|
2017
Q3 | $884K | Sell |
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|
2017
Q2 | $942K | Sell |
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|
2017
Q1 | $1.02M | Buy |
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