Plum Street Advisors’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 | $7.84M | Buy |
40,226
+605
| +2% | +$118K | 3.46% | 8 |
|
|
2025
Q1 | $7.38M | Sell |
39,621
-210
| -0.5% | -$39.1K | 3.56% | 8 |
|
|
2024
Q4 | $7.89M | Sell |
39,831
-2,223
| -5% | -$441K | 3.9% | 6 |
|
|
2024
Q3 | $8.44M | Sell |
42,054
-965
| -2% | -$194K | 4.28% | 6 |
|
|
2024
Q2 | $7.85M | Buy |
43,019
+965
| +2% | +$176K | 4.58% | 6 |
|
|
2024
Q1 | $8.44M | Sell |
42,054
-2,382
| -5% | -$478K | 4.28% | 6 |
|
|
2023
Q4 | $8M | Buy |
+44,436
| New | +$8M | 5.33% | 5 |
|