Martel Wealth 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 | $3.98M | Sell |
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|
2025
Q2 | $3.81M | Buy |
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|
2025
Q1 | $3.61M | Buy |
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|
2024
Q4 | $3.82M | Sell |
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|
2024
Q3 | $3.99M | Sell |
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|
2024
Q2 | $3.73M | Buy |
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|
2024
Q1 | $3.92M | Sell |
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|
2023
Q4 | $3.76M | Sell |
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|
2023
Q3 | $3.37M | Sell |
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|
2023
Q2 | $3.6M | Sell |
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|
2023
Q1 | $3.56M | Buy |
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|
2022
Q4 | $3.21M | Buy |
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|
2022
Q3 | $1.53M | Buy |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $902K | Buy |
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|
2021
Q4 | $885K | Buy |
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|
2021
Q3 | $803K | Buy |
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|
2021
Q2 | $799K | Sell |
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|
2021
Q1 | $765K | Sell |
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|
2020
Q4 | $800K | Buy |
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|
2020
Q3 | $503K | Buy |
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|
2020
Q2 | $478K | Sell |
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|
2020
Q1 | $473K | Buy |
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|
2019
Q4 | $690K | Buy |
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|
2019
Q3 | $633K | Buy |
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|
2019
Q2 | $628K | Sell |
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|
2019
Q1 | $649K | Buy |
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|
2018
Q4 | $542K | Sell |
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|
2018
Q3 | $815K | Buy |
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