Petix & Botte Financial’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 | $1.3M | Hold |
6,668
| – | – | 0.32% | 51 |
|
|
2025
Q1 | $1.24M | Buy |
6,668
+3
| +0% | +$559 | 0.33% | 51 |
|
|
2024
Q4 | $1.32M | Sell |
6,665
-563
| -8% | -$112K | 0.35% | 51 |
|
|
2024
Q3 | $1.45M | Sell |
7,228
-483
| -6% | -$97K | 0.39% | 41 |
|
|
2024
Q2 | $1.41M | Sell |
7,711
-2,357
| -23% | -$430K | 0.4% | 38 |
|
|
2024
Q1 | $1.93M | Buy |
10,068
+2,191
| +28% | +$420K | 0.48% | 51 |
|
|
2023
Q4 | $1.42M | Sell |
7,877
-441
| -5% | -$79.4K | 0.42% | 38 |
|
|
2023
Q3 | $1.33M | Sell |
8,318
-1,092
| -12% | -$174K | 0.42% | 37 |
|
|
2023
Q2 | $1.56M | Buy |
9,410
+4,647
| +98% | +$769K | 0.48% | 35 |
|
|
2023
Q1 | $756K | Buy |
+4,763
| New | +$756K | 0.51% | 37 |
|
|
2022
Q3 | $749K | Buy |
5,224
+4
| +0.1% | +$574 | 0.57% | 34 |
|
|
2022
Q2 | $782K | Sell |
5,220
-5,466
| -51% | -$819K | 0.58% | 33 |
|
|
2022
Q1 | $1.88M | Buy |
10,686
+9,106
| +576% | +$1.6M | 0.58% | 32 |
|
|
2021
Q4 | $283K | Sell |
1,580
-2,984
| -65% | -$534K | 0.18% | 68 |
|
|
2021
Q3 | $771K | Buy |
4,564
+1,685
| +59% | +$285K | 0.26% | 56 |
|
|
2021
Q2 | $500K | Sell |
2,879
-412
| -13% | -$71.6K | 0.35% | 49 |
|
|
2021
Q1 | $545K | Sell |
3,291
-396
| -11% | -$65.6K | 0.4% | 45 |
|
|
2020
Q4 | $524K | Sell |
3,687
-119
| -3% | -$16.9K | 0.39% | 46 |
|
|
2020
Q3 | $420K | Sell |
3,806
-8,509
| -69% | -$939K | 0.33% | 52 |
|
|
2020
Q2 | $659K | Buy |
12,315
+6,181
| +101% | +$331K | 0.54% | 37 |
|
|
2020
Q1 | $545K | Sell |
6,134
-708
| -10% | -$62.9K | 0.53% | 39 |
|
|
2019
Q4 | $939K | Buy |
+6,842
| New | +$939K | 0.74% | 34 |
|