Moser Wealth 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 | $11.4M | Sell |
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|
2025
Q1 | $12M | Buy |
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|
2024
Q4 | $12.7M | Buy |
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|
2024
Q3 | $12.5M | Buy |
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|
2024
Q2 | $11.3M | Buy |
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|
2024
Q1 | $11.6M | Buy |
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|
2023
Q4 | $10.8M | Buy |
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|
2023
Q3 | $9.36M | Buy |
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|
2023
Q2 | $9.58M | Buy |
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|
2022
Q4 | $9M | Buy |
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|
2022
Q3 | $7.84M | Buy |
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|
2022
Q2 | $8.05M | Sell |
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|
2022
Q1 | $9.46M | Buy |
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|
2021
Q4 | $9.32M | Sell |
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|
2021
Q3 | $8.82M | Buy |
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|
2021
Q2 | $8.93M | Buy |
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|
2021
Q1 | $7.83M | Sell |
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|
2020
Q4 | $6.73M | Sell |
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|
2020
Q3 | $5.27M | Sell |
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|
2020
Q2 | $5.34M | Sell |
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|
2020
Q1 | $4.71M | Sell |
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|
2019
Q4 | $7.4M | Buy |
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