PBMares 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 | $1.77M | Buy |
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|
2025
Q2 | $1.65M | Sell |
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|
2025
Q1 | $1.58M | Buy |
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|
2024
Q4 | $1.68M | Buy |
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|
2024
Q3 | $1.67M | Sell |
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|
2024
Q2 | $1.52M | Sell |
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|
2024
Q1 | $2.53M | Buy |
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|
2023
Q4 | $1.5M | Sell |
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|
2023
Q3 | $1.35M | Sell |
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|
2023
Q2 | $1.42M | Sell |
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|
2023
Q1 | $1.39M | Buy |
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|
2022
Q4 | $1.38M | Sell |
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|
2022
Q3 | $2.17M | Sell |
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|
2022
Q2 | $2.27M | Buy |
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|
2022
Q1 | $2.26M | Buy |
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|
2021
Q4 | $2.29M | Buy |
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|
2021
Q3 | $2.17M | Buy |
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|
2021
Q2 | $1.79M | Buy |
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|
2021
Q1 | $1.17M | Buy |
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|
2020
Q4 | $805K | Buy |
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|
2020
Q3 | $569K | Hold |
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|
2020
Q2 | $550K | Buy |
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|
2020
Q1 | $411K | Buy |
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|
2019
Q4 | $265K | Buy |
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