Perfromance Wealth 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 | $209K | Buy |
+1,071
| New | +$209K | 0.01% | 182 |
|
|
2025
Q1 | – | Sell |
-1,478
| Closed | -$293K | – | 189 |
|
|
2024
Q4 | $293K | Buy |
1,478
+18
| +1% | +$3.57K | 0.01% | 137 |
|
|
2024
Q3 | $293K | Buy |
+1,460
| New | +$293K | 0.01% | 149 |
|
|
2023
Q3 | – | Sell |
-1,399
| Closed | -$230K | – | 183 |
|
|
2023
Q2 | $230K | Buy |
+1,399
| New | +$230K | 0.01% | 167 |
|
|
2022
Q2 | – | Sell |
-1,220
| Closed | -$215K | – | 182 |
|
|
2022
Q1 | $215K | Buy |
1,220
+29
| +2% | +$5.11K | 0.01% | 163 |
|
|
2021
Q4 | $213K | Buy |
+1,191
| New | +$213K | 0.01% | 171 |
|