Mezzasalma Advisors’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 | $875K | Sell |
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|
2025
Q2 | $829K | Sell |
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|
2025
Q1 | $811K | Buy |
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|
2024
Q4 | $842K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $310K | Sell |
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|
2023
Q4 | $343K | Hold |
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|
2023
Q3 | $304K | Hold |
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|
2023
Q2 | $316K | Sell |
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|
2023
Q1 | $311K | Hold |
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|
2022
Q4 | $311K | Hold |
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|
2022
Q3 | $281K | Hold |
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|
2022
Q2 | $293K | Hold |
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|
2022
Q1 | $344K | Hold |
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|
2021
Q4 | $350K | Sell |
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|
2021
Q3 | $337K | Sell |
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|
2021
Q2 | $356K | Hold |
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|
2021
Q1 | $339K | Hold |
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|
2020
Q4 | $291K | Buy |
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