Planning Directions’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 | $1.37M | Sell |
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|
2025
Q2 | $1.38M | Sell |
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|
2025
Q1 | $1.88M | Buy |
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|
2024
Q4 | $1.59M | Sell |
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|
2024
Q3 | $1.69M | Sell |
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|
2024
Q2 | $1.58M | Sell |
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|
2024
Q1 | $1.76M | Buy |
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|
2023
Q4 | $1.62M | Sell |
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|
2023
Q3 | $1.44M | Buy |
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|
2023
Q2 | $1.47M | Sell |
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|
2023
Q1 | $1.43M | Buy |
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|
2022
Q4 | $1.43M | Sell |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $1.33M | Buy |
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|
2022
Q1 | $1.47M | Buy |
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|
2021
Q4 | $1.5M | Sell |
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|
2021
Q3 | $1.44M | Sell |
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|
2021
Q2 | $1.55M | Buy |
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|
2021
Q1 | $1.45M | Sell |
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|
2020
Q4 | $1.29M | Buy |
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|
2020
Q3 | $919K | Buy |
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|
2020
Q2 | $784K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.49M | Buy |
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|
2019
Q3 | $1.31M | Buy |
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|
2019
Q2 | $1.17M | Buy |
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|
2019
Q1 | $1.12M | Buy |
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|
2018
Q4 | $906K | Buy |
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|
2018
Q3 | $1.09M | Buy |
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|
2018
Q2 | $1.03M | Buy |
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|
2018
Q1 | $934K | Buy |
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