Meritas 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 | $1.03M | Buy |
5,261
+1
| +0% | +$195 | 0.56% | 24 |
|
|
2025
Q1 | $980K | Sell |
5,260
-221
| -4% | -$41.2K | 0.57% | 25 |
|
|
2024
Q4 | $1.09M | Buy |
5,481
+1
| +0% | +$198 | 0.65% | 23 |
|
|
2024
Q3 | $1.1M | Sell |
5,480
-34
| -0.6% | -$6.83K | 0.68% | 23 |
|
|
2024
Q2 | $1.01M | Sell |
5,514
-17
| -0.3% | -$3.1K | 0.71% | 23 |
|
|
2024
Q1 | $1.06M | Sell |
5,531
-36
| -0.6% | -$6.91K | 0.74% | 22 |
|
|
2023
Q4 | $1M | Buy |
5,567
+3
| +0.1% | +$540 | 0.75% | 19 |
|
|
2023
Q3 | $887K | Sell |
5,564
-26
| -0.5% | -$4.15K | 0.68% | 19 |
|
|
2023
Q2 | $925K | Hold |
5,590
| – | – | 0.69% | 19 |
|
|
2023
Q1 | $887K | Sell |
5,590
-33
| -0.6% | -$5.24K | 0.7% | 18 |
|
|
2022
Q4 | $893K | Buy |
+5,623
| New | +$893K | 0.74% | 18 |
|