NWAM LLC’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 | $5.97M | Buy |
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|
2025
Q2 | $2.64M | Sell |
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|
2025
Q1 | $4.7M | Buy |
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|
2024
Q4 | $4.85M | Sell |
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|
2024
Q3 | $5.05M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $4.47M | Sell |
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|
2023
Q4 | $4.26M | Buy |
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|
2023
Q3 | $2.37M | Sell |
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|
2023
Q2 | $3.8M | Buy |
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|
2023
Q1 | $2.32M | Sell |
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|
2022
Q4 | $3.78M | Buy |
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|
2022
Q3 | $3.28M | Buy |
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|
2022
Q2 | $3.35M | Buy |
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|
2022
Q1 | $3.29M | Buy |
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|
2021
Q4 | $3.25M | Buy |
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|
2021
Q3 | $3.02M | Sell |
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|
2021
Q2 | $3.15M | Sell |
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|
2021
Q1 | $3.02M | Buy |
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|
2020
Q4 | $2.36M | Sell |
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|
2020
Q3 | $1.91M | Sell |
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|
2020
Q2 | $1.85M | Buy |
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|
2020
Q1 | $1.42K | Buy |
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|
2019
Q4 | $2.09M | Sell |
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|
2019
Q3 | $1.99M | Sell |
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|
2019
Q2 | $2.02M | Buy |
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|
2019
Q1 | $1.86M | Buy |
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|
2018
Q4 | $1.65M | Buy |
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|
2018
Q3 | $1.1M | Sell |
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|
2018
Q2 | $1.12M | Buy |
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|
2018
Q1 | $1.06M | Buy |
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|
2017
Q4 | $1.06M | Buy |
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|
2017
Q3 | $1.01M | Buy |
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|
2017
Q2 | $962K | Buy |
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|
2017
Q1 | $819K | Buy |
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|
2016
Q4 | $730K | Buy |
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|
2016
Q3 | $655K | Buy |
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|
2016
Q2 | $592K | Buy |
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|
2016
Q1 | $571K | Buy |
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|
2015
Q4 | $412K | Buy |
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|
2015
Q3 | $399K | Hold |
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|
2015
Q2 | $441K | Sell |
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|
2015
Q1 | $453K | Buy |
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|
2014
Q4 | $382K | Sell |
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|
2014
Q3 | $413K | Sell |
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|
2014
Q2 | $439K | Sell |
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|
2014
Q1 | $453K | Buy |
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|
2013
Q4 | $433K | Buy |
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|
2013
Q3 | $346K | Buy |
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