Mission Wealth Management’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 | $3.14M | Buy |
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|
2025
Q2 | $2.82M | Buy |
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|
2025
Q1 | $854K | Buy |
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|
2024
Q4 | $897K | Sell |
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|
2024
Q3 | $942K | Buy |
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|
2024
Q2 | $765K | Sell |
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|
2024
Q1 | $925K | Buy |
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|
2023
Q4 | $740K | Buy |
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|
2023
Q3 | $557K | Sell |
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|
2023
Q2 | $690K | Buy |
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|
2023
Q1 | $511K | Sell |
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|
2022
Q4 | $525K | Sell |
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|
2022
Q3 | $498K | Buy |
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|
2022
Q2 | $492K | Buy |
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|
2022
Q1 | $478K | Buy |
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|
2021
Q4 | $463K | Buy |
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|
2021
Q3 | $438K | Sell |
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|
2021
Q2 | $637K | Buy |
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|
2021
Q1 | $597K | Buy |
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|
2020
Q4 | $428K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $275K | Sell |
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|
2019
Q4 | $433K | Buy |
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|
2019
Q3 | $354K | Sell |
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|
2019
Q2 | $370K | Sell |
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|
2019
Q1 | $376K | Buy |
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|
2018
Q4 | $288K | Hold |
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|
2018
Q3 | $352K | Buy |
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|
2018
Q2 | $299K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $609K | Sell |
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|
2016
Q4 | $683K | Buy |
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|
2016
Q3 | $530K | Hold |
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|
2016
Q2 | $505K | Hold |
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|
2016
Q1 | $488K | Hold |
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|
2015
Q4 | $473K | Hold |
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|
2015
Q3 | $464K | Hold |
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|
2015
Q2 | $524K | Buy |
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