Morling Financial 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 | – | Sell |
-325
| Closed | -$60.5K | – | 122 |
|
|
2025
Q1 | $60.5K | Hold |
325
| – | – | 0.02% | 97 |
|
|
2024
Q4 | $64.4K | Buy |
+325
| New | +$64.4K | 0.02% | 90 |
|
|
2024
Q2 | – | Sell |
-134
| Closed | -$25.7K | – | 109 |
|
|
2024
Q1 | $25.7K | Hold |
134
| – | – | 0.01% | 90 |
|
|
2023
Q4 | $24.1K | Hold |
134
| – | – | 0.02% | 72 |
|
|
2023
Q3 | $21.4K | Hold |
134
| – | – | 0.02% | 67 |
|
|
2023
Q2 | $22.2K | Hold |
134
| – | – | 0.02% | 69 |
|
|
2023
Q1 | $21.3K | Hold |
134
| – | – | 0.02% | 76 |
|
|
2022
Q4 | $21.3K | Hold |
134
| – | – | 0.03% | 70 |
|
|
2022
Q3 | $19K | Hold |
134
| – | – | 0.03% | 65 |
|
|
2022
Q2 | $20K | Hold |
134
| – | – | 0.03% | 68 |
|
|
2022
Q1 | $24K | Hold |
134
| – | – | 0.03% | 77 |
|
|
2021
Q4 | $24K | Buy |
+134
| New | +$24K | 0.02% | 74 |
|