Objective Capital Management’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
Q1 | – | Sell |
-3,302
| Closed | -$654K | – | 135 |
|
2024
Q4 | $654K | Sell |
3,302
-245
| -7% | -$48.6K | 0.44% | 51 |
|
2024
Q3 | $712K | Buy |
+3,547
| New | +$712K | 0.42% | 56 |
|
2024
Q1 | $491K | Buy |
2,558
+329
| +15% | +$63.1K | 0.33% | 67 |
|
2023
Q4 | $401K | Buy |
2,229
+544
| +32% | +$97.9K | 0.31% | 70 |
|
2023
Q3 | $269K | Buy |
+1,685
| New | +$269K | 0.24% | 83 |
|