Pioneer Wealth Management Group’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 | $2.01M | Buy |
10,325
+4,028
| +64% | +$785K | 0.75% | 17 |
|
|
2025
Q1 | $1.17M | Buy |
+6,297
| New | +$1.17M | 0.51% | 22 |
|
|
2024
Q3 | $1.38M | Sell |
6,893
-412
| -6% | -$82.7K | 0.66% | 22 |
|
|
2024
Q2 | $1.33M | Sell |
7,305
-721
| -9% | -$132K | 0.71% | 22 |
|
|
2024
Q1 | $1.54M | Sell |
8,026
-6,596
| -45% | -$1.27M | 0.88% | 21 |
|
|
2023
Q4 | $2.63M | Sell |
14,622
-3,102
| -18% | -$558K | 1.64% | 15 |
|
|
2023
Q3 | $2.83M | Sell |
17,724
-2,425
| -12% | -$387K | 2.15% | 14 |
|
|
2023
Q2 | $3.33M | Buy |
20,149
+1,569
| +8% | +$260K | 2.65% | 14 |
|
|
2023
Q1 | $2.95M | Sell |
18,580
-784
| -4% | -$124K | 2.62% | 14 |
|
|
2022
Q4 | $3.08M | Buy |
+19,364
| New | +$3.08M | 2.9% | 12 |
|