Procyon Advisors’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 | $518K | Buy |
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|
2025
Q2 | $484K | Buy |
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|
2025
Q1 | $405K | Buy |
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|
2024
Q4 | $423K | Sell |
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|
2024
Q3 | $491K | Buy |
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|
2024
Q2 | $389K | Buy |
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|
2024
Q1 | $394K | Sell |
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|
2023
Q4 | $373K | Sell |
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|
2023
Q3 | $483K | Buy |
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|
2023
Q2 | $498K | Sell |
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|
2023
Q1 | $498K | Sell |
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|
2022
Q4 | $514K | Buy |
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|
2022
Q3 | $457K | Sell |
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|
2022
Q2 | $531K | Sell |
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|
2022
Q1 | $624K | Buy |
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|
2021
Q4 | $551K | Sell |
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|
2021
Q3 | $529K | Buy |
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|
2021
Q2 | $532K | Hold |
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|
2021
Q1 | $507K | Sell |
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|
2020
Q4 | $455K | Sell |
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|
2020
Q3 | $370K | Sell |
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|
2020
Q2 | $397K | Sell |
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|
2020
Q1 | $427K | Sell |
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|
2019
Q4 | $750K | Buy |
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