Morling Financial 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 | – | Sell |
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|
2025
Q1 | $60.5K | Hold |
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|
2024
Q4 | $64.4K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $25.7K | Hold |
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|
2023
Q4 | $24.1K | Hold |
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|
2023
Q3 | $21.4K | Hold |
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|
2023
Q2 | $22.2K | Hold |
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|
2023
Q1 | $21.3K | Hold |
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|
2022
Q4 | $21.3K | Hold |
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|
2022
Q3 | $19K | Hold |
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|
2022
Q2 | $20K | Hold |
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|
2022
Q1 | $24K | Hold |
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|
2021
Q4 | $24K | Buy |
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