Noble Family Wealth’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 | $7.12M | Buy |
36,495
+1,472
| +4% | +$287K | 1.74% | 16 |
|
|
2025
Q1 | $6.52M | Buy |
35,023
+709
| +2% | +$132K | 1.8% | 16 |
|
|
2024
Q4 | $6.78M | Buy |
34,314
+28
| +0.1% | +$5.53K | 1.87% | 16 |
|
|
2024
Q3 | $6.88M | Sell |
34,286
-66
| -0.2% | -$13.3K | 1.85% | 16 |
|
|
2024
Q2 | $6.27M | Buy |
34,352
+41
| +0.1% | +$7.48K | 1.8% | 16 |
|
|
2024
Q1 | $6.58M | Sell |
34,311
-1,350
| -4% | -$259K | 1.87% | 16 |
|
|
2023
Q4 | $6.42M | Buy |
35,661
+285
| +0.8% | +$51.3K | 1.94% | 16 |
|
|
2023
Q3 | $5.64M | Sell |
35,376
-47
| -0.1% | -$7.5K | 1.9% | 16 |
|
|
2023
Q2 | $5.86M | Buy |
35,423
+165
| +0.5% | +$27.3K | 1.91% | 16 |
|
|
2023
Q1 | $5.6M | Buy |
+35,258
| New | +$5.6M | 1.91% | 16 |
|