Market Street Wealth Management Advisors’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 | $1.6M | Sell |
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|
2025
Q2 | $1.55M | Sell |
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|
2025
Q1 | $1.51M | Sell |
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|
2024
Q4 | $1.7M | Hold |
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|
2024
Q3 | $1.72M | Sell |
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|
2024
Q2 | $1.61M | Sell |
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|
2024
Q1 | $1.72M | Sell |
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|
2023
Q4 | $1.65M | Sell |
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|
2023
Q3 | $1.62M | Sell |
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|
2023
Q2 | $1.73M | Sell |
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|
2023
Q1 | $1.85M | Sell |
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|
2022
Q4 | $1.96M | Sell |
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|
2022
Q3 | $2.22M | Sell |
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|
2022
Q2 | $2.95M | Sell |
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|
2022
Q1 | $3.69M | Sell |
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|
2021
Q4 | $4.18M | Sell |
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|
2021
Q3 | $4.57M | Sell |
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|
2021
Q2 | $4.83M | Sell |
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|
2021
Q1 | $5.24M | Sell |
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|
2020
Q4 | $5.25M | Sell |
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|
2020
Q3 | $4.23M | Sell |
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|
2020
Q2 | $4.26M | Sell |
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|
2020
Q1 | $3.78M | Buy |
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|
2019
Q4 | $1.25M | Buy |
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|
2019
Q3 | $810K | Sell |
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|
2019
Q2 | $1.55M | Buy |
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