Morris Financial Concepts’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 | $17.9K | Hold |
|
|||||
|
2025
Q2 | $16.8K | Buy |
|
|||||
|
2025
Q1 | $13.4K | Hold |
|
|||||
|
2024
Q4 | $14.3K | Hold |
|
|||||
|
2024
Q3 | $14.5K | Buy |
|
|||||
|
2024
Q2 | $5.84K | Hold |
|
|||||
|
2024
Q1 | $6.14K | Hold |
|
|||||
|
2023
Q4 | $5.76K | Hold |
|
|||||
|
2023
Q3 | $5.1K | Buy |
|
|||||
|
2023
Q2 | $4.47K | Hold |
|
|||||
|
2023
Q1 | $4.29K | Buy |
|
|||||
|
2022
Q4 | $318 | Hold |
|
|||||
|
2022
Q3 | $0 | Hold |
|
|||||
|
2022
Q2 | $0 | Hold |
|
|||||
|
2022
Q1 | $0 | Hold |
|
|||||
|
2021
Q4 | $0 | Buy |
|