Midland Wealth Advisors’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 |
-1,155
| Closed | -$229K | – | 192 |
|
|
2024
Q4 | $229K | Hold |
1,155
| – | – | 0.01% | 184 |
|
|
2024
Q3 | $232K | Hold |
1,155
| – | – | 0.01% | 185 |
|
|
2024
Q2 | $211K | Hold |
1,155
| – | – | 0.01% | 208 |
|
|
2024
Q1 | $222K | Hold |
1,155
| – | – | 0.01% | 183 |
|
|
2023
Q4 | $208K | Buy |
+1,155
| New | +$208K | 0.01% | 186 |
|