Partners in Financial Planning’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 | $19.6M | Buy |
100,573
+2,185
| +2% | +$426K | 3.62% | 7 |
|
|
2025
Q1 | $18.3M | Buy |
98,388
+4,711
| +5% | +$878K | 3.68% | 7 |
|
|
2024
Q4 | $18.6M | Buy |
93,677
+979
| +1% | +$194K | 3.79% | 7 |
|
|
2024
Q3 | $18.6M | Buy |
92,698
+1,230
| +1% | +$247K | 3.75% | 7 |
|
|
2024
Q2 | $16.7M | Buy |
91,468
+62
| +0.1% | +$11.3K | 3.63% | 7 |
|
|
2024
Q1 | $17.5M | Buy |
91,406
+331
| +0.4% | +$63.5K | 3.9% | 7 |
|
|
2023
Q4 | $16.4M | Buy |
91,075
+826
| +0.9% | +$149K | 3.85% | 7 |
|
|
2023
Q3 | $14.4M | Buy |
90,249
+4,147
| +5% | +$661K | 3.71% | 7 |
|
|
2023
Q2 | $14.2M | Sell |
86,102
-1,028
| -1% | -$170K | 3.63% | 7 |
|
|
2023
Q1 | $13.8M | Buy |
87,130
+807
| +0.9% | +$128K | 3.64% | 7 |
|
|
2022
Q4 | $13.7M | Buy |
86,323
+197
| +0.2% | +$31.2K | 3.78% | 7 |
|
|
2022
Q3 | $14.2M | Buy |
86,126
+14,458
| +20% | +$2.39M | 4.06% | 7 |
|
|
2022
Q2 | $11.8M | Buy |
71,668
+800
| +1% | +$131K | 3.74% | 8 |
|
|
2022
Q1 | $12.1M | Buy |
70,868
+1,739
| +3% | +$296K | 3.8% | 8 |
|
|
2021
Q4 | $11.9M | Buy |
69,129
+2,547
| +4% | +$440K | 3.65% | 8 |
|
|
2021
Q3 | $11.3M | Sell |
66,582
-264
| -0.4% | -$44.7K | 3.52% | 9 |
|
|
2021
Q2 | $11.6M | Buy |
+66,846
| New | +$11.6M | 3.63% | 9 |
|