Physician Wealth Advisors’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
Q2 | $763K | Sell |
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|
2025
Q1 | $917K | Sell |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $958K | Buy |
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|
2024
Q1 | $872K | Sell |
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|
2023
Q4 | $868K | Buy |
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|
2023
Q3 | $769K | Sell |
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|
2023
Q2 | $814K | Buy |
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|
2023
Q1 | $774K | Buy |
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|
2022
Q4 | $819K | Sell |
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|
2022
Q3 | $777K | Sell |
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|
2022
Q2 | $837K | Sell |
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|
2022
Q1 | $900K | Hold |
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|
2021
Q4 | $939K | Sell |
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|
2021
Q3 | $944K | Buy |
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|
2021
Q2 | $898K | Sell |
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|
2021
Q1 | $907K | Sell |
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|
2020
Q4 | $847K | Sell |
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|
2020
Q3 | $741K | Hold |
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|
2020
Q2 | $746K | Sell |
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|
2020
Q1 | $595K | Sell |
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|
2019
Q4 | $1.09M | Sell |
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|
2019
Q3 | $1.21M | Buy |
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