&Partners’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 | $13.7M | Buy |
69,944
+11,201
| +19% | +$2.19M | 0.1% | 184 |
|
|
2025
Q1 | $10.9M | Buy |
58,743
+19,730
| +51% | +$3.66M | 0.12% | 175 |
|
|
2024
Q4 | $7.9M | Buy |
39,013
+18,248
| +88% | +$3.69M | 0.09% | 209 |
|
|
2024
Q3 | $4.17M | Buy |
20,765
+4,769
| +30% | +$958K | 0.08% | 231 |
|
|
2024
Q2 | $2.92M | Buy |
15,996
+12,355
| +339% | +$2.26M | 0.13% | 167 |
|
|
2024
Q1 | $699K | Buy |
3,641
+1,792
| +97% | +$344K | 0.1% | 213 |
|
|
2023
Q4 | $325K | Buy |
+1,849
| New | +$325K | 0.08% | 198 |
|