LongView Wealth Management’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 | $922K | Sell |
4,728
-150
| -3% | -$29.3K | 0.28% | 77 |
|
|
2025
Q1 | $909K | Sell |
4,878
-771
| -14% | -$144K | 0.27% | 79 |
|
|
2024
Q4 | $1.12M | Sell |
5,649
-250
| -4% | -$49.5K | 0.34% | 65 |
|
|
2024
Q3 | $1.18M | Buy |
5,899
+231
| +4% | +$46.4K | 0.38% | 58 |
|
|
2024
Q2 | $1.03M | Hold |
5,668
| – | – | 0.38% | 59 |
|
|
2024
Q1 | $1.09M | Buy |
5,668
+350
| +7% | +$67.2K | 0.43% | 51 |
|
|
2023
Q4 | $939K | Buy |
+5,318
| New | +$939K | 0.42% | 55 |
|