PEA
Park Edge Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $312K | Hold |
1,600
| – | – | 0.08% | 120 |
|
2025
Q1 | $298K | Sell |
1,600
-125
| -7% | -$23.3K | 0.08% | 115 |
|
2024
Q4 | $342K | Sell |
1,725
-124
| -7% | -$24.6K | 0.1% | 105 |
|
2024
Q3 | $371K | Buy |
1,849
+3
| +0.2% | +$602 | 0.11% | 102 |
|
2024
Q2 | $337K | Hold |
1,846
| – | – | 0.1% | 105 |
|
2024
Q1 | $354K | Buy |
1,846
+2
| +0.1% | +$384 | 0.1% | 96 |
|
2023
Q4 | $332K | Buy |
1,844
+78
| +4% | +$14K | 0.12% | 90 |
|
2023
Q3 | $282K | Buy |
1,766
+1
| +0.1% | +$160 | 0.1% | 88 |
|
2023
Q2 | $292K | Buy |
1,765
+1
| +0.1% | +$165 | 0.1% | 85 |
|
2023
Q1 | $280K | Buy |
1,764
+333
| +23% | +$52.9K | 0.11% | 82 |
|
2022
Q4 | $227K | Buy |
+1,431
| New | +$227K | 0.1% | 89 |
|