Murphy Middleton Hinkle & Parker’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 | $406K | Buy |
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|
2025
Q2 | $357K | Hold |
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|
2025
Q1 | $357K | Hold |
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|
2024
Q4 | $381K | Hold |
|
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|
2024
Q3 | $385K | Hold |
|
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|
2024
Q2 | $350K | Hold |
|
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|
2024
Q1 | $368K | Buy |
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|
2023
Q4 | $344K | Hold |
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|
2023
Q3 | $304K | Buy |
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|
2023
Q2 | $309K | Hold |
|
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|
2023
Q1 | $297K | Hold |
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|
2022
Q4 | $297K | Hold |
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|
2022
Q3 | $268K | Hold |
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|
2022
Q2 | $280K | Hold |
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|
2022
Q1 | $329K | Hold |
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|
2021
Q4 | $334K | Buy |
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|
2021
Q3 | $313K | Hold |
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|
2021
Q2 | $321K | Hold |
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|
2021
Q1 | $306K | Hold |
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|
2020
Q4 | $263K | Hold |
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|
2020
Q3 | $205K | Buy |
|
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $270K | Hold |
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|
2019
Q3 | $254K | Hold |
|
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|
2019
Q2 | $257K | Hold |
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|
2019
Q1 | $254K | Hold |
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|
2018
Q4 | $225K | Hold |
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|
2018
Q3 | $275K | Hold |
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|
2018
Q2 | $268K | Hold |
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|
2018
Q1 | $255K | Hold |
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|
2017
Q4 | $262K | Buy |
|