MeadowBrook Investment Advisors’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 | $43.9K | Hold |
225
| – | – | 0.04% | 193 |
|
|
2025
Q1 | $41.9K | Hold |
225
| – | – | 0.04% | 189 |
|
|
2024
Q4 | $44.6K | Hold |
225
| – | – | 0.04% | 187 |
|
|
2024
Q3 | $45.2K | Buy |
225
+110
| +96% | +$22.1K | 0.04% | 176 |
|
|
2024
Q2 | $30.8K | Sell |
115
-110
| -49% | -$29.4K | 0.03% | 196 |
|
|
2024
Q1 | $43.2K | Hold |
225
| – | – | 0.04% | 177 |
|
|
2023
Q4 | $40.5K | Buy |
+225
| New | +$40.5K | 0.04% | 179 |
|