PCG
Prosperity Consulting Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Hold |
2,467
| – | – | 0.04% | 313 |
|
|
2025
Q1 | $460K | Sell |
2,467
-79
| -3% | -$14.7K | 0.04% | 312 |
|
|
2024
Q4 | $505K | Hold |
2,546
| – | – | 0.04% | 316 |
|
|
2024
Q3 | $511K | Buy |
2,546
+960
| +61% | +$193K | 0.04% | 308 |
|
|
2024
Q2 | $289K | Hold |
1,586
| – | – | 0.04% | 260 |
|
|
2024
Q1 | $304K | Buy |
+1,586
| New | +$304K | 0.04% | 277 |
|