Oak Hill Wealth Advisors’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 | $710K | Hold |
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|
2025
Q2 | $681K | Sell |
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|
2025
Q1 | $651K | Buy |
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|
2024
Q4 | $692K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $619K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $809K | Buy |
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|
2023
Q3 | $702K | Buy |
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|
2023
Q2 | $724K | Sell |
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|
2023
Q1 | $699K | Buy |
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|
2022
Q4 | $683K | Buy |
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