Pacific Center for 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 | – | Sell |
-277
| Closed | -$51.6K | – | 473 |
|
|
2025
Q1 | $51.6K | Hold |
277
| – | – | 0.01% | 185 |
|
|
2024
Q4 | $54.9K | Hold |
277
| – | – | 0.01% | 181 |
|
|
2024
Q3 | $55.6K | Hold |
277
| – | – | 0.01% | 180 |
|
|
2024
Q2 | $50.6K | Hold |
277
| – | – | 0.01% | 176 |
|
|
2024
Q1 | $53.2K | Hold |
277
| – | – | 0.02% | 179 |
|
|
2023
Q4 | $49.9K | Hold |
277
| – | – | 0.02% | 169 |
|
|
2023
Q3 | $44.2K | Hold |
277
| – | – | 0.02% | 177 |
|
|
2023
Q2 | $45.8K | Hold |
277
| – | – | 0.02% | 172 |
|
|
2023
Q1 | $44K | Buy |
+277
| New | +$44K | 0.02% | 173 |
|
|
2022
Q3 | $40K | Hold |
277
| – | – | 0.02% | 174 |
|
|
2022
Q2 | $42K | Hold |
277
| – | – | 0.02% | 169 |
|
|
2022
Q1 | $49K | Hold |
277
| – | – | 0.02% | 164 |
|
|
2021
Q4 | $50K | Hold |
277
| – | – | 0.02% | 164 |
|
|
2021
Q3 | $47K | Hold |
277
| – | – | 0.02% | 163 |
|
|
2021
Q2 | $48K | Hold |
277
| – | – | 0.02% | 153 |
|
|
2021
Q1 | $46K | Hold |
277
| – | – | 0.02% | 151 |
|
|
2020
Q4 | $39K | Hold |
277
| – | – | 0.01% | 161 |
|
|
2020
Q3 | $31K | Buy |
+277
| New | +$31K | 0.01% | 149 |
|