Mendota Financial Group’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 | – | Sell |
-98
| Closed | -$19.4K | – | 352 |
|
|
2024
Q4 | $19.4K | Buy |
+98
| New | +$19.4K | 0.01% | 209 |
|
|
2023
Q4 | – | Sell |
-257
| Closed | -$41K | – | 408 |
|
|
2023
Q3 | $41K | Hold |
257
| – | – | 0.04% | 148 |
|
|
2023
Q2 | $42.5K | Hold |
257
| – | – | 0.05% | 141 |
|
|
2023
Q1 | $45.2K | Hold |
257
| – | – | 0.05% | 146 |
|
|
2022
Q4 | $40.8K | Buy |
+257
| New | +$40.8K | 0.05% | 141 |
|