Morris Financial Concepts’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 | $16.8K | Buy |
86
+14
| +19% | +$2.73K | 0.01% | 169 |
|
|
2025
Q1 | $13.4K | Hold |
72
| – | – | 0.01% | 171 |
|
|
2024
Q4 | $14.3K | Hold |
72
| – | – | 0.01% | 158 |
|
|
2024
Q3 | $14.5K | Buy |
72
+40
| +125% | +$8.03K | 0.01% | 165 |
|
|
2024
Q2 | $5.84K | Hold |
32
| – | – | ﹤0.01% | 145 |
|
|
2024
Q1 | $6.14K | Hold |
32
| – | – | ﹤0.01% | 145 |
|
|
2023
Q4 | $5.76K | Hold |
32
| – | – | ﹤0.01% | 142 |
|
|
2023
Q3 | $5.1K | Buy |
32
+5
| +19% | +$798 | ﹤0.01% | 132 |
|
|
2023
Q2 | $4.47K | Hold |
27
| – | – | ﹤0.01% | 138 |
|
|
2023
Q1 | $4.29K | Buy |
27
+25
| +1,250% | +$3.97K | ﹤0.01% | 134 |
|
|
2022
Q4 | $318 | Hold |
2
| – | – | ﹤0.01% | 144 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 129 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 132 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 122 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 112 |
|