Melfa Wealth 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
Q2 | $330K | Buy |
1,691
+15
| +0.9% | +$2.93K | 0.21% | 118 |
|
|
2025
Q1 | $312K | Buy |
1,676
+2
| +0.1% | +$373 | 0.21% | 115 |
|
|
2024
Q4 | $332K | Sell |
1,674
-22
| -1% | -$4.36K | 0.22% | 111 |
|
|
2024
Q3 | $341K | Sell |
1,696
-117
| -6% | -$23.5K | 0.22% | 110 |
|
|
2024
Q2 | $331K | Sell |
1,813
-11
| -0.6% | -$2.01K | 0.23% | 107 |
|
|
2024
Q1 | $350K | Buy |
1,824
+233
| +15% | +$44.7K | 0.25% | 98 |
|
|
2023
Q4 | $286K | Buy |
1,591
+168
| +12% | +$30.2K | 0.27% | 84 |
|
|
2023
Q3 | $227K | Sell |
1,423
-159
| -10% | -$25.4K | 0.25% | 94 |
|
|
2023
Q2 | $262K | Sell |
1,582
-386
| -20% | -$63.8K | 0.27% | 90 |
|
|
2023
Q1 | $312K | Sell |
1,968
-33
| -2% | -$5.24K | 0.31% | 76 |
|
|
2022
Q4 | $318K | Buy |
+2,001
| New | +$318K | 0.33% | 77 |
|