Monument Group Wealth 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 | $1.34M | Buy |
6,854
+1,028
| +18% | +$200K | 0.84% | 9 |
|
|
2025
Q1 | $1.09M | Buy |
5,826
+101
| +2% | +$18.8K | 0.75% | 11 |
|
|
2024
Q4 | $1.13M | Sell |
5,725
-461
| -7% | -$91.4K | 0.8% | 10 |
|
|
2024
Q3 | $1.24M | Sell |
6,186
-66
| -1% | -$13.3K | 0.75% | 11 |
|
|
2024
Q2 | $1.14M | Sell |
6,252
-731
| -10% | -$133K | 0.77% | 11 |
|
|
2024
Q1 | $1.34M | Sell |
6,983
-135
| -2% | -$25.9K | 0.99% | 10 |
|
|
2023
Q4 | $1.28M | Buy |
+7,118
| New | +$1.28M | 1.09% | 10 |
|