MidAtlantic Capital 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 | $1.07M | Hold |
5,474
| – | – | 0.76% | 36 |
|
|
2025
Q1 | $1.02M | Buy |
5,474
+148
| +3% | +$27.6K | 0.8% | 33 |
|
|
2024
Q4 | $1.06M | Hold |
5,326
| – | – | 0.77% | 32 |
|
|
2024
Q3 | $1.07M | Buy |
5,326
+226
| +4% | +$45.4K | 0.78% | 31 |
|
|
2024
Q2 | $931K | Hold |
5,100
| – | – | 0.78% | 31 |
|
|
2024
Q1 | $979K | Hold |
5,100
| – | – | 0.86% | 28 |
|
|
2023
Q4 | $918K | Buy |
+5,100
| New | +$918K | 0.89% | 25 |
|