Marcum Wealth’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
Q1 | $241K | Sell |
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|
2024
Q4 | $290K | Hold |
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|
2024
Q3 | $294K | Buy |
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|
2024
Q2 | $265K | Sell |
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|
2024
Q1 | $280K | Sell |
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|
2023
Q4 | $274K | Sell |
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|
2023
Q3 | $249K | Sell |
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|
2023
Q2 | $266K | Buy |
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|
2023
Q1 | $228K | Hold |
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|
2022
Q4 | $228K | Sell |
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|
2022
Q3 | $289K | Hold |
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|
2022
Q2 | $302K | Sell |
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|
2022
Q1 | $419K | Sell |
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|
2021
Q4 | $451K | Sell |
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|
2021
Q3 | $437K | Sell |
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|
2021
Q2 | $512K | Buy |
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|
2021
Q1 | $482K | Sell |
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|
2020
Q4 | $429K | Sell |
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|
2020
Q3 | $367K | Hold |
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|
2020
Q2 | $354K | Buy |
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