McClarren Financial 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 | $1.15M | Sell |
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|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $993K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $438 | Sell |
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|
2024
Q2 | $864K | Buy |
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|
2024
Q1 | $800K | Buy |
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|
2023
Q4 | $746K | Sell |
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|
2023
Q3 | $694K | Buy |
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|
2023
Q2 | $668K | Sell |
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|
2023
Q1 | $631K | Buy |
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|
2022
Q4 | $633K | Buy |
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|
2022
Q3 | $511K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $602K | Buy |
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|
2021
Q4 | $613K | Buy |
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|
2021
Q3 | $554K | Buy |
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|
2021
Q2 | $449K | Buy |
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|
2021
Q1 | $342K | Buy |
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|
2020
Q4 | $292K | Buy |
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