Pacific Capital Wealth 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
Q1 | – | Sell |
-497
| Closed | -$98.5K | – | 366 |
|
|
2024
Q4 | $98.5K | Hold |
497
| – | – | 0.02% | 112 |
|
|
2024
Q3 | $99.8K | Hold |
497
| – | – | 0.02% | 111 |
|
|
2024
Q2 | $90.7K | Buy |
497
+330
| +198% | +$60.2K | 0.02% | 114 |
|
|
2024
Q1 | $32K | Buy |
167
+26
| +18% | +$4.99K | 0.01% | 167 |
|
|
2023
Q4 | $25.4K | Buy |
+141
| New | +$25.4K | 0.01% | 176 |
|