Paulson Wealth Management’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 | $852K | Sell |
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|
2025
Q2 | $874K | Sell |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.48M | Sell |
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|
2024
Q3 | $1.91M | Sell |
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|
2024
Q2 | $2.24M | Sell |
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|
2024
Q1 | $2.43M | Sell |
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|
2023
Q4 | $2.61M | Sell |
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|
2023
Q3 | $3.1M | Sell |
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|
2023
Q2 | $3.31M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $218K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $201K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $65K | Buy |
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