Petix & Botte Financial’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 | $1.25M | Sell |
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|
2025
Q2 | $1.3M | Hold |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $1.32M | Sell |
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|
2024
Q3 | $1.45M | Sell |
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|
2024
Q2 | $1.41M | Sell |
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|
2024
Q1 | $1.93M | Buy |
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|
2023
Q4 | $1.42M | Sell |
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|
2023
Q3 | $1.33M | Sell |
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|
2023
Q2 | $1.56M | Buy |
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|
2023
Q1 | $756K | Buy |
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|
2022
Q3 | $749K | Buy |
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|
2022
Q2 | $782K | Sell |
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|
2022
Q1 | $1.88M | Buy |
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|
2021
Q4 | $283K | Sell |
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|
2021
Q3 | $771K | Buy |
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|
2021
Q2 | $500K | Sell |
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|
2021
Q1 | $545K | Sell |
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|
2020
Q4 | $524K | Sell |
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|
2020
Q3 | $420K | Sell |
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|
2020
Q2 | $659K | Buy |
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|
2020
Q1 | $545K | Sell |
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|
2019
Q4 | $939K | Buy |
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