Northwest Wealth Management’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
Q3 | $3.21M | Buy |
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|
2025
Q2 | $3M | Buy |
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|
2025
Q1 | $2.86M | Sell |
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|
2024
Q4 | $3.07M | Sell |
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|
2024
Q3 | $3.35M | Sell |
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|
2024
Q2 | $3.06M | Sell |
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|
2024
Q1 | $3.28M | Sell |
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|
2023
Q4 | $3.2M | Sell |
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|
2023
Q3 | $2.93M | Sell |
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|
2023
Q2 | $3.16M | Sell |
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|
2023
Q1 | $3.04M | Sell |
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|
2022
Q4 | $3.05M | Sell |
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|
2022
Q3 | $3.03M | Sell |
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|
2022
Q2 | $3.25M | Sell |
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|
2022
Q1 | $4.11M | Sell |
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|
2021
Q4 | $4.32M | Sell |
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|
2021
Q3 | $4.15M | Sell |
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|
2021
Q2 | $4.26M | Sell |
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|
2021
Q1 | $4.51M | Sell |
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|
2020
Q4 | $4.13M | Sell |
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|
2020
Q3 | $3.37M | Sell |
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|
2020
Q2 | $3.76M | Sell |
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|
2020
Q1 | $3.31M | Sell |
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|
2019
Q4 | $5.44M | Sell |
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|
2019
Q3 | $6.74M | Sell |
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|
2019
Q2 | $7.34M | Buy |
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|
2019
Q1 | $6.88M | Sell |
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|
2018
Q4 | $6.18M | Sell |
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|
2018
Q3 | $7.61M | Sell |
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|
2018
Q2 | $7.53M | Buy |
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|
2018
Q1 | $7.09M | Sell |
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|
2017
Q4 | $7.41M | Buy |
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|
2017
Q3 | $7.02M | Sell |
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|
2017
Q2 | $8.14M | Sell |
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|
2017
Q1 | $8.4M | Buy |
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|
2016
Q4 | $7.29M | Buy |
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