Milestone Investment 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
Q2 | $266K | Sell |
1,366
-573
| -30% | -$112K | 0.07% | 73 |
|
|
2025
Q1 | $361K | Sell |
1,939
-254
| -12% | -$47.3K | 0.1% | 66 |
|
|
2024
Q4 | $435K | Sell |
2,193
-48
| -2% | -$9.51K | 0.12% | 62 |
|
|
2024
Q3 | $450K | Buy |
2,241
+890
| +66% | +$179K | 0.13% | 61 |
|
|
2024
Q2 | $247K | Hold |
1,351
| – | – | 0.07% | 72 |
|
|
2024
Q1 | $259K | Hold |
1,351
| – | – | 0.07% | 69 |
|
|
2023
Q4 | $243K | Hold |
1,351
| – | – | 0.07% | 67 |
|
|
2023
Q3 | $215K | Hold |
1,351
| – | – | 0.06% | 100 |
|
|
2023
Q2 | $223K | Hold |
1,351
| – | – | 0.07% | 67 |
|
|
2023
Q1 | $214K | Hold |
1,351
| – | – | 0.07% | 100 |
|
|
2022
Q4 | $215K | Buy |
+1,351
| New | +$215K | 0.08% | 62 |
|