Oldfather Financial Services’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
Q2 | $489K | Buy |
2,509
+413
| +20% | +$80.5K | 0.17% | 51 |
|
|
2025
Q1 | $390K | Hold |
2,096
| – | – | 0.15% | 54 |
|
|
2024
Q4 | $415K | Hold |
2,096
| – | – | 0.16% | 51 |
|
|
2024
Q3 | $421K | Hold |
2,096
| – | – | 0.16% | 49 |
|
|
2024
Q2 | $383K | Sell |
2,096
-159
| -7% | -$29K | 0.16% | 50 |
|
|
2024
Q1 | $433K | Hold |
2,255
| – | – | 0.18% | 47 |
|
|
2023
Q4 | $406K | Hold |
2,255
| – | – | 0.18% | 46 |
|
|
2023
Q3 | $360K | Hold |
2,255
| – | – | 0.18% | 46 |
|
|
2023
Q2 | $373K | Buy |
2,255
+410
| +22% | +$67.8K | 0.18% | 47 |
|
|
2023
Q1 | $293K | Sell |
1,845
-532
| -22% | -$84.5K | 0.15% | 53 |
|
|
2022
Q4 | $377K | Buy |
2,377
+109
| +5% | +$17.3K | 0.22% | 45 |
|
|
2022
Q3 | $325K | Buy |
2,268
+11
| +0.5% | +$1.58K | 0.2% | 47 |
|
|
2022
Q2 | $362K | Hold |
2,257
| – | – | 0.21% | 45 |
|
|
2022
Q1 | $382K | Sell |
2,257
-80
| -3% | -$13.5K | 0.21% | 46 |
|
|
2021
Q4 | $412K | Buy |
2,337
+1
| +0% | +$176 | 0.22% | 47 |
|
|
2021
Q3 | $432K | Hold |
2,336
| – | – | 0.22% | 46 |
|
|
2021
Q2 | $405K | Sell |
2,336
-30
| -1% | -$5.2K | 0.22% | 45 |
|
|
2021
Q1 | $396K | Buy |
2,366
+10
| +0.4% | +$1.67K | 0.23% | 45 |
|
|
2020
Q4 | $362K | Sell |
2,356
-62
| -3% | -$9.53K | 0.21% | 49 |
|
|
2020
Q3 | $286K | Hold |
2,418
| – | – | 0.2% | 52 |
|
|
2020
Q2 | $269K | Sell |
2,418
-42
| -2% | -$4.67K | 0.21% | 50 |
|
|
2020
Q1 | $233K | Buy |
+2,460
| New | +$233K | 0.22% | 50 |
|