Newbridge Financial Services Group’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 | $9.75K | Sell |
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|
2025
Q1 | $13K | Hold |
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|
2024
Q4 | $13.9K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $12.8K | Sell |
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|
2024
Q1 | $15.5K | Sell |
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|
2023
Q4 | $22.5K | Hold |
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|
2023
Q3 | $19.9K | Hold |
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|
2023
Q2 | $20.7K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $26K | Sell |
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|
2022
Q2 | $42K | Hold |
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|
2022
Q1 | $49K | Buy |
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|
2021
Q4 | $22K | Buy |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $2K | Sell |
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|
2020
Q4 | $7K | Hold |
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|
2020
Q3 | $5K | Buy |
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