Leeward Financial Partners’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
Q2
$7.19M Sell
2025
Q1
$6.88M Buy
2024
Q4
$7.13M Buy
2024
Q3
$6.92M Buy
2024
Q2
$6.18M Buy
2024
Q1
$5.91M Buy
2023
Q4
$4.84M Buy
2023
Q3
$1.3M Sell
2023
Q2
$1.35M Sell
2023
Q1
$1.54M Buy
2022
Q4
$1.54M Buy
2022
Q3
$1.33M Sell
2022
Q2
$1.43M Sell
2022
Q1
$1.69M Buy
2021
Q4
$1.59M Buy