O'Connor Financial Group’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 | $1.75M | Sell |
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|
2025
Q2 | $1.71M | Sell |
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|
2025
Q1 | $2.5M | Sell |
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|
2024
Q4 | $3.23M | Sell |
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|
2024
Q3 | $3.43M | Sell |
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|
2024
Q2 | $3.31M | Sell |
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|
2024
Q1 | $3.59M | Sell |
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|
2023
Q4 | $5.59M | Sell |
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|
2023
Q3 | $5.24M | Sell |
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|
2023
Q2 | $5.47M | Buy |
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|
2023
Q1 | $4.89M | Buy |
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