Mattern Capital 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
Q1 | – | Sell |
-1,638
| Closed | -$325K | – | 165 |
|
|
2024
Q4 | $325K | Hold |
1,638
| – | – | 0.04% | 141 |
|
|
2024
Q3 | $329K | Hold |
1,638
| – | – | 0.04% | 136 |
|
|
2024
Q2 | $299K | Hold |
1,638
| – | – | 0.04% | 138 |
|
|
2024
Q1 | $314K | Hold |
1,638
| – | – | 0.04% | 134 |
|
|
2023
Q4 | $295K | Hold |
1,638
| – | – | 0.04% | 121 |
|
|
2023
Q3 | $261K | Buy |
+1,638
| New | +$261K | 0.04% | 125 |
|