MSH Capital 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 | $2.79M | Sell |
14,287
-93
| -0.6% | -$18.1K | 0.8% | 35 |
|
|
2025
Q1 | $2.68M | Buy |
14,380
+335
| +2% | +$62.4K | 0.83% | 34 |
|
|
2024
Q4 | $2.78M | Buy |
14,045
+300
| +2% | +$59.5K | 0.88% | 32 |
|
|
2024
Q3 | $2.76M | Buy |
13,745
+321
| +2% | +$64.4K | 0.84% | 33 |
|
|
2024
Q2 | $2.45M | Hold |
13,424
| – | – | 0.82% | 32 |
|
|
2024
Q1 | $2.58M | Sell |
13,424
-28
| -0.2% | -$5.37K | 0.91% | 29 |
|
|
2023
Q4 | $2.42M | Sell |
13,452
-1
| -0% | -$180 | 0.9% | 31 |
|
|
2023
Q3 | $2.15M | Sell |
13,453
-825
| -6% | -$132K | 0.84% | 33 |
|
|
2023
Q2 | $2.36M | Buy |
14,278
+384
| +3% | +$63.5K | 0.87% | 34 |
|
|
2023
Q1 | $2.21M | Sell |
13,894
-55
| -0.4% | -$8.73K | 0.94% | 29 |
|
|
2022
Q4 | $2.22M | Sell |
13,949
-1,074
| -7% | -$171K | 1% | 24 |
|
|
2022
Q3 | $2.15M | Sell |
15,023
-140
| -0.9% | -$20.1K | 1.06% | 21 |
|
|
2022
Q2 | $2.27M | Sell |
15,163
-112
| -0.7% | -$16.8K | 1.06% | 24 |
|
|
2022
Q1 | $2.69M | Buy |
15,275
+250
| +2% | +$44K | 1.11% | 20 |
|
|
2021
Q4 | $2.69M | Buy |
+15,025
| New | +$2.69M | 1.2% | 18 |
|