One Degree Advisors’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 | $9.03M | Buy |
46,321
+2,153
| +5% | +$420K | 3.22% | 8 |
|
2025
Q1 | $8.23M | Buy |
44,168
+727
| +2% | +$135K | 3.39% | 8 |
|
2024
Q4 | $8.84M | Buy |
43,441
+578
| +1% | +$118K | 3.6% | 8 |
|
2024
Q3 | $8.59M | Buy |
42,863
+302
| +0.7% | +$60.5K | 3.62% | 8 |
|
2024
Q2 | $7.77M | Buy |
42,561
+450
| +1% | +$82.1K | 3.75% | 7 |
|
2024
Q1 | $8.08M | Sell |
42,111
-11
| -0% | -$2.11K | 4.02% | 6 |
|
2023
Q4 | $7.36M | Buy |
+42,122
| New | +$7.36M | 3.76% | 7 |
|