Narus Financial Partners’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 | $452K | Buy |
2,317
+192
| +9% | +$37.4K | 0.14% | 89 |
|
|
2025
Q1 | $396K | Sell |
2,125
-42
| -2% | -$7.83K | 0.13% | 94 |
|
|
2024
Q4 | $430K | Sell |
2,167
-207
| -9% | -$41K | 0.15% | 90 |
|
|
2024
Q3 | $477K | Sell |
2,374
-15
| -0.6% | -$3.01K | 0.17% | 81 |
|
|
2024
Q2 | $436K | Sell |
2,389
-288
| -11% | -$52.6K | 0.18% | 84 |
|
|
2024
Q1 | $514K | Sell |
2,677
-139
| -5% | -$26.7K | 0.22% | 72 |
|
|
2023
Q4 | $507K | Sell |
2,816
-344
| -11% | -$61.9K | 0.24% | 69 |
|
|
2023
Q3 | $504K | Sell |
3,160
-364
| -10% | -$58.1K | 0.26% | 62 |
|
|
2023
Q2 | $583K | Sell |
3,524
-687
| -16% | -$114K | 0.3% | 56 |
|
|
2023
Q1 | $669K | Sell |
4,211
-189
| -4% | -$30K | 0.36% | 52 |
|
|
2022
Q4 | $699K | Buy |
4,400
+849
| +24% | +$135K | 0.4% | 43 |
|
|
2022
Q3 | $509K | Sell |
3,551
-1,848
| -34% | -$265K | 0.32% | 52 |
|
|
2022
Q2 | $809K | Buy |
5,399
+1,190
| +28% | +$178K | 0.52% | 37 |
|
|
2022
Q1 | $741K | Buy |
+4,209
| New | +$741K | 0.41% | 42 |
|
|
2021
Q1 | $329K | Buy |
+1,990
| New | +$329K | 0.2% | 62 |
|
|
2017
Q3 | $305K | Buy |
2,389
+301
| +14% | +$38.4K | 0.27% | 59 |
|
|
2017
Q2 | $257K | Buy |
2,088
+30
| +1% | +$3.69K | 0.24% | 60 |
|
|
2017
Q1 | $253K | Sell |
2,058
-176
| -8% | -$21.6K | 0.24% | 58 |
|
|
2016
Q4 | $270K | Buy |
+2,234
| New | +$270K | 0.28% | 52 |
|