Melfa Wealth Management’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 | $353K | Hold |
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|
2025
Q2 | $330K | Buy |
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|
2025
Q1 | $312K | Buy |
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|
2024
Q4 | $332K | Sell |
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|
2024
Q3 | $341K | Sell |
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|
2024
Q2 | $331K | Sell |
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|
2024
Q1 | $350K | Buy |
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|
2023
Q4 | $286K | Buy |
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|
2023
Q3 | $227K | Sell |
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|
2023
Q2 | $262K | Sell |
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|
2023
Q1 | $312K | Sell |
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|
2022
Q4 | $318K | Buy |
|