May Barnhard Investments’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 | $3.74M | Buy |
19,172
+169
| +0.9% | +$33K | 1.75% | 24 |
|
|
2025
Q1 | $3.54M | Buy |
19,003
+1,155
| +6% | +$215K | 1.77% | 24 |
|
|
2024
Q4 | $3.54M | Buy |
17,848
+461
| +3% | +$91.4K | 1.68% | 25 |
|
|
2024
Q3 | $3.49M | Buy |
17,387
+2,304
| +15% | +$463K | 1.71% | 25 |
|
|
2024
Q2 | $2.75M | Buy |
15,083
+1,536
| +11% | +$280K | 1.42% | 26 |
|
|
2024
Q1 | $2.6M | Buy |
13,547
+268
| +2% | +$51.4K | 1.3% | 28 |
|
|
2023
Q4 | $2.39M | Buy |
+13,279
| New | +$2.39M | 1.23% | 29 |
|