Moisand Fitzgerald Tamayo’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
Q2 | $1.02M | Sell |
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|
2025
Q1 | $980K | Sell |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $1M | Sell |
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|
2023
Q3 | $891K | Buy |
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|
2023
Q2 | $922K | Sell |
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|
2023
Q1 | $974K | Sell |
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|
2022
Q4 | $992K | Buy |
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|
2022
Q3 | $895K | Sell |
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|
2022
Q2 | $939K | Buy |
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|
2022
Q1 | $957K | Sell |
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|
2021
Q4 | $1.32M | Sell |
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|
2021
Q3 | $1.33M | Sell |
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|
2021
Q2 | $1.37M | Sell |
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|
2021
Q1 | $1.36M | Sell |
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|
2020
Q4 | $1.2M | Sell |
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|
2020
Q3 | $961K | Sell |
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|
2020
Q2 | $954K | Buy |
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|
2020
Q1 | $659K | Sell |
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|
2019
Q4 | $1.05M | Buy |
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|
2019
Q3 | $939K | Sell |
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|
2019
Q2 | $971K | Buy |
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|
2019
Q1 | $957K | Sell |
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|
2018
Q4 | $923K | Buy |
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|
2018
Q3 | $1.02M | Sell |
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|
2018
Q2 | $999K | Sell |
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|
2018
Q1 | $966K | Sell |
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|
2017
Q4 | $2.24M | Buy |
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|
2017
Q3 | $2.14M | Buy |
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|
2017
Q2 | $2.01M | Buy |
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|
2017
Q1 | $1.96M | Sell |
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|
2016
Q4 | $2M | Buy |
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|
2016
Q3 | $1.8M | Sell |
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|
2016
Q2 | $1.72M | Buy |
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|
2016
Q1 | $1.63M | Sell |
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|
2015
Q4 | $1.84M | Buy |
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