MorganRosel 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 | $761K | Sell |
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|
2025
Q2 | $732K | Sell |
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|
2025
Q1 | $6.01M | Sell |
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|
2024
Q4 | $6.51M | Sell |
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|
2024
Q3 | $6.6M | Buy |
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|
2024
Q2 | $5.99M | Buy |
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|
2024
Q1 | $6.08M | Buy |
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|
2023
Q4 | $5.29M | Sell |
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|
2023
Q3 | $5.61M | Buy |
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|
2023
Q2 | $5.52M | Sell |
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|
2023
Q1 | $5.64M | Buy |
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|
2022
Q4 | $5.26M | Buy |
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|
2022
Q3 | $2.61M | Sell |
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|
2022
Q2 | $3.83M | Sell |
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|
2022
Q1 | $4.69M | Buy |
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