Meridian 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 | $14.7M | Buy |
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|
2025
Q2 | $13.1M | Buy |
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|
2025
Q1 | $10.8M | Buy |
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|
2024
Q4 | $10.8M | Buy |
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|
2024
Q3 | $10.5M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $7.71M | Buy |
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|
2023
Q3 | $5.98M | Buy |
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|
2023
Q2 | $5.61M | Buy |
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|
2023
Q1 | $4.98M | Buy |
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|
2022
Q4 | $1.46M | Sell |
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|
2022
Q3 | $1.35M | Sell |
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|
2022
Q2 | $2.19M | Buy |
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|
2022
Q1 | $533K | Buy |
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|
2021
Q4 | $540K | Buy |
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|
2021
Q3 | $509K | Buy |
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|
2021
Q2 | $521K | Sell |
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|
2021
Q1 | $499K | Sell |
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|
2020
Q4 | $444K | Buy |
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|
2020
Q3 | $265K | Sell |
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|
2020
Q2 | $262K | Buy |
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|
2020
Q1 | $209K | Sell |
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|
2019
Q4 | $359K | Sell |
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|
2019
Q3 | $340K | Buy |
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|
2019
Q2 | $2.61K | Buy |
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|
2019
Q1 | $211K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $236K | Buy |
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|
2018
Q1 | $225K | Buy |
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|
2017
Q4 | $227K | Buy |
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|
2017
Q3 | $218K | Buy |
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