Mustard Seed Financial’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 | $2.14M | Buy |
10,956
+128
| +1% | +$25K | 1.54% | 15 |
|
|
2025
Q1 | $2.02M | Buy |
10,828
+216
| +2% | +$40.2K | 1.62% | 16 |
|
|
2024
Q4 | $2.1M | Sell |
10,612
-17
| -0.2% | -$3.37K | 1.71% | 15 |
|
|
2024
Q3 | $2.13M | Buy |
10,629
+553
| +5% | +$111K | 1.77% | 16 |
|
|
2024
Q2 | $1.84M | Buy |
10,076
+269
| +3% | +$49.1K | 1.76% | 18 |
|
|
2024
Q1 | $1.88M | Sell |
9,807
-137
| -1% | -$26.3K | 1.88% | 16 |
|
|
2023
Q4 | $1.79M | Buy |
+9,944
| New | +$1.79M | 2.02% | 12 |
|