Midwest Financial Group’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 | $2.07M | Buy |
10,604
+15
| +0.1% | +$2.93K | 1.09% | 28 |
|
|
2025
Q1 | $1.97M | Sell |
10,589
-589
| -5% | -$110K | 1.15% | 28 |
|
|
2024
Q4 | $2.22M | Buy |
11,178
+60
| +0.5% | +$11.9K | 1.27% | 20 |
|
|
2024
Q3 | $2.23M | Buy |
11,118
+459
| +4% | +$92.1K | 1.31% | 21 |
|
|
2024
Q2 | $1.95M | Buy |
10,659
+501
| +5% | +$91.4K | 1.24% | 22 |
|
|
2024
Q1 | $1.95M | Buy |
10,158
+731
| +8% | +$140K | 1.31% | 21 |
|
|
2023
Q4 | $1.7M | Buy |
9,427
+2,309
| +32% | +$416K | 1.27% | 23 |
|
|
2023
Q3 | $1.14M | Buy |
7,118
+4,840
| +212% | +$772K | 0.96% | 26 |
|
|
2023
Q2 | $377K | Buy |
2,278
+1
| +0% | +$165 | 0.32% | 75 |
|
|
2023
Q1 | $362K | Buy |
+2,277
| New | +$362K | 0.33% | 71 |
|