MB Generational Wealth’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 | $1.5M | Sell |
8,076
-2,046
| -20% | -$381K | 1.12% | 15 |
|
|
2024
Q4 | $2.01M | Sell |
10,122
-40
| -0.4% | -$7.93K | 1.47% | 12 |
|
|
2024
Q3 | $2.04M | Sell |
10,162
-32
| -0.3% | -$6.43K | 1.47% | 12 |
|
|
2024
Q2 | $1.86M | Buy |
10,194
+4,179
| +69% | +$763K | 1.44% | 12 |
|
|
2024
Q1 | $1.99M | Sell |
6,015
-4,331
| -42% | -$1.43M | 1.56% | 11 |
|
|
2023
Q4 | $1.86M | Buy |
+10,346
| New | +$1.86M | 1.75% | 11 |
|