OLIO Financial Planning’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 | $3.1M | Sell |
|
|||||
|
2025
Q2 | $2.98M | Buy |
|
|||||
|
2025
Q1 | $2.8M | Sell |
|
|||||
|
2024
Q4 | $3.36M | Sell |
|
|||||
|
2024
Q3 | $7.26M | Buy |
|
|||||
|
2024
Q2 | $7.24M | Sell |
|
|||||
|
2024
Q1 | $7.26M | Sell |
|
|||||
|
2023
Q4 | $7.28M | Sell |
|
|||||
|
2023
Q3 | $6.39M | Buy |
|
|||||
|
2023
Q2 | $6.61M | Buy |
|
|||||
|
2023
Q1 | $6.3M | Buy |
|
|||||
|
2022
Q4 | $5.88M | Buy |
|
|||||
|
2022
Q3 | $4.71M | Buy |
|
|||||
|
2022
Q2 | $4.63M | Buy |
|
|||||
|
2022
Q1 | $4.61M | Buy |
|
|||||
|
2021
Q4 | $4.14M | Buy |
|