Precedent Wealth Partners’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 | $514K | Sell |
2,635
-232
| -8% | -$45.2K | 0.13% | 122 |
|
|
2025
Q1 | $534K | Sell |
2,867
-815
| -22% | -$152K | 0.15% | 118 |
|
|
2024
Q4 | $730K | Buy |
3,682
+172
| +5% | +$34.1K | 0.24% | 102 |
|
|
2024
Q3 | $705K | Sell |
3,510
-212
| -6% | -$42.6K | 0.23% | 99 |
|
|
2024
Q2 | $679K | Sell |
3,722
-3
| -0.1% | -$548 | 0.27% | 84 |
|
|
2024
Q1 | $715K | Sell |
3,725
-97
| -3% | -$18.6K | 0.31% | 83 |
|
|
2023
Q4 | $688K | Buy |
+3,822
| New | +$688K | 0.35% | 77 |
|