Nabity-Jensen Investment Management’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 | $6.86M | Buy |
35,175
+32
| +0.1% | +$6.24K | 5.06% | 5 |
|
|
2025
Q1 | $6.55M | Sell |
35,143
-93
| -0.3% | -$17.3K | 5.2% | 5 |
|
|
2024
Q4 | $6.98M | Sell |
35,236
-25
| -0.1% | -$4.95K | 5.27% | 5 |
|
|
2024
Q3 | $7.08M | Buy |
35,261
+34
| +0.1% | +$6.83K | 5.42% | 4 |
|
|
2024
Q2 | $6.43M | Buy |
35,227
+215
| +0.6% | +$39.2K | 5.26% | 5 |
|
|
2024
Q1 | $6.72M | Sell |
35,012
-152
| -0.4% | -$29.2K | 5.53% | 4 |
|
|
2023
Q4 | $6.33M | Buy |
+35,164
| New | +$6.33M | 5.69% | 4 |
|