PFG Private 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 | $3.65M | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $2.98K | Sell |
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|
2024
Q4 | $7.75K | Hold |
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|
2024
Q3 | $7.83K | Hold |
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|
2024
Q2 | $7.12K | Hold |
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|
2024
Q1 | $7.48K | Hold |
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|
2023
Q4 | $7.02K | Buy |
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|
2023
Q3 | $5.42K | Hold |
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|
2023
Q2 | $5.62K | Hold |
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|
2023
Q1 | $5.4K | Hold |
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|
2022
Q4 | $5K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Sell |
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|
2022
Q1 | $10K | Hold |
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|
2021
Q4 | $10K | Sell |
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|
2021
Q3 | $13K | Buy |
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