Pathway Financial Advisors’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 | $3.16M | Hold |
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|
2025
Q2 | $2.95M | Hold |
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|
2025
Q1 | $2.82M | Sell |
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|
2024
Q4 | $3M | Buy |
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|
2024
Q3 | $3.03M | Buy |
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|
2024
Q2 | $2.75M | Hold |
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|
2024
Q1 | $2.89M | Hold |
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|
2023
Q4 | $2.71M | Hold |
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|
2023
Q3 | $2.4M | Sell |
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|
2023
Q2 | $2.51M | Hold |
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|
2023
Q1 | $2.41M | Buy |
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|
2022
Q4 | $2.39M | Hold |
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|
2022
Q3 | $2.16M | Hold |
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|
2022
Q2 | $2.26M | Hold |
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|
2022
Q1 | $2.65M | Hold |
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|
2021
Q4 | $2.57M | Buy |
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|
2021
Q1 | $2.59M | Buy |
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|
2020
Q4 | $2.37M | Hold |
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|
2020
Q3 | $1.68M | Hold |
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|
2020
Q2 | $1.6M | Sell |
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|
2020
Q1 | $1.22M | Hold |
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|
2019
Q4 | $2.07M | Sell |
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|
2019
Q3 | $2.17M | Hold |
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|
2019
Q2 | $2.1M | Buy |
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|
2019
Q1 | $2.07M | Sell |
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|
2018
Q4 | $1.85M | Sell |
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|
2018
Q3 | $1.95M | Sell |
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|
2018
Q2 | $2.25M | Hold |
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|
2018
Q1 | $2.14M | Hold |
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|
2017
Q4 | $2.2M | Buy |
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