Next Level Private’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 | $357K | Sell |
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|
2025
Q1 | $345K | Sell |
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|
2024
Q4 | $369K | Buy |
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|
2024
Q3 | $373K | Sell |
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|
2024
Q2 | $340K | Hold |
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|
2024
Q1 | $358K | Sell |
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|
2023
Q4 | $336K | Buy |
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|
2023
Q3 | $293K | Hold |
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|
2023
Q2 | $310K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $286K | Buy |
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|
2022
Q3 | $237K | Sell |
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|
2022
Q2 | $4M | Buy |
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|
2022
Q1 | $274K | Buy |
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|
2021
Q4 | $274K | Buy |
|