Parcion Private Wealth’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 | $709K | Sell |
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|
2025
Q2 | $721K | Sell |
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|
2025
Q1 | $712K | Buy |
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|
2024
Q4 | $704K | Hold |
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|
2024
Q3 | $713K | Sell |
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|
2024
Q2 | $662K | Hold |
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|
2024
Q1 | $696K | Sell |
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|
2023
Q4 | $657K | Buy |
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|
2023
Q3 | $482K | Sell |
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|
2023
Q2 | $502K | Buy |
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|
2023
Q1 | $479K | Sell |
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|
2022
Q4 | $4.32M | Sell |
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|
2022
Q3 | $7.4M | Buy |
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|
2022
Q2 | $7.19M | Buy |
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|
2022
Q1 | $952K | Sell |
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|
2021
Q4 | $1.61M | Sell |
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|
2021
Q3 | $26.8M | Sell |
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|
2021
Q2 | $34.2M | Buy |
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|
2021
Q1 | $30M | Buy |
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|
2020
Q4 | $24.1M | Buy |
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|
2020
Q3 | $18.5M | Buy |
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|
2020
Q2 | $465K | Buy |
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