Monograph Wealth Advisors’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 | $5.59M | Sell |
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|
2025
Q1 | $5.44M | Hold |
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|
2024
Q4 | $5.78M | Sell |
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|
2024
Q3 | $6.37M | Buy |
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|
2024
Q2 | $5.38M | Sell |
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|
2024
Q1 | $6.08M | Buy |
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|
2023
Q4 | $5.47M | Sell |
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|
2023
Q3 | $4.85M | Buy |
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|
2023
Q2 | $5.03M | Sell |
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|
2023
Q1 | $4.84M | Buy |
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|
2022
Q4 | $4.83M | Buy |
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|
2022
Q3 | $4.36M | Hold |
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|
2022
Q2 | $4.55M | Buy |
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|
2022
Q1 | $5.35M | Buy |
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|
2021
Q4 | $5.43M | Buy |
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