Private 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 | $17.7K | Hold |
91
| – | – | 0.01% | 335 |
|
|
2025
Q1 | $17K | Hold |
91
| – | – | 0.01% | 334 |
|
|
2024
Q4 | $18K | Sell |
91
-3
| -3% | -$595 | 0.01% | 324 |
|
|
2024
Q3 | $18.9K | Hold |
94
| – | – | 0.01% | 300 |
|
|
2024
Q2 | $17.2K | Hold |
94
| – | – | 0.01% | 307 |
|
|
2024
Q1 | $18K | Sell |
94
-2
| -2% | -$384 | 0.01% | 289 |
|
|
2023
Q4 | $17.3K | Buy |
+96
| New | +$17.3K | 0.01% | 285 |
|