Mosaic Family Wealth Partners’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 | $7.28M | Buy |
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|
2025
Q2 | $6.7M | Buy |
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|
2025
Q1 | $6.04M | Buy |
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|
2024
Q4 | $6.38M | Buy |
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|
2024
Q3 | $6.36M | Buy |
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|
2024
Q2 | $5.73M | Buy |
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|
2024
Q1 | $5.48M | Buy |
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|
2023
Q4 | $4.8M | Sell |
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|
2023
Q3 | $4.42M | Sell |
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|
2023
Q2 | $4.59M | Sell |
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|
2023
Q1 | $4.58M | Sell |
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|
2022
Q4 | $4.86M | Buy |
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