Oxford 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 | $112K | Hold |
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|
2025
Q2 | $105K | Hold |
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|
2025
Q1 | $100K | Sell |
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|
2024
Q4 | $222K | Buy |
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|
2024
Q3 | $222K | Hold |
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|
2024
Q2 | $202K | Buy |
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|
2024
Q1 | $101K | Buy |
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|
2023
Q4 | $54K | Hold |
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|
2023
Q3 | $47.8K | Hold |
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|
2023
Q2 | $49.6K | Sell |
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|
2023
Q1 | $71.4K | Hold |
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|
2022
Q4 | $71.5K | Hold |
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|
2022
Q3 | $65K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $76K | Hold |
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|
2021
Q2 | $78K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1K | Buy |
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