Narus Financial Partners’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
Q2 | $452K | Buy |
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|
2025
Q1 | $396K | Sell |
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|
2024
Q4 | $430K | Sell |
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|
2024
Q3 | $477K | Sell |
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|
2024
Q2 | $436K | Sell |
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|
2024
Q1 | $514K | Sell |
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|
2023
Q4 | $507K | Sell |
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|
2023
Q3 | $504K | Sell |
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|
2023
Q2 | $583K | Sell |
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|
2023
Q1 | $669K | Sell |
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|
2022
Q4 | $699K | Buy |
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|
2022
Q3 | $509K | Sell |
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|
2022
Q2 | $809K | Buy |
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|
2022
Q1 | $741K | Buy |
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|
2021
Q1 | $329K | Buy |
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|
2017
Q3 | $305K | Buy |
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|
2017
Q2 | $257K | Buy |
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|
2017
Q1 | $253K | Sell |
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|
2016
Q4 | $270K | Buy |
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