Prosperity Planning’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 | $8.96M | Sell |
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|
2025
Q2 | $8.93M | Sell |
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|
2025
Q1 | $8.87M | Sell |
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|
2024
Q4 | $10.1M | Sell |
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|
2024
Q3 | $11.8M | Sell |
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|
2024
Q2 | $12M | Sell |
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|
2024
Q1 | $13.7M | Buy |
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|
2023
Q4 | $12.2M | Buy |
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|
2023
Q3 | $10.2M | Buy |
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|
2023
Q2 | $10.2M | Buy |
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|
2023
Q1 | $8.99M | Buy |
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|
2022
Q4 | $8.38M | Hold |
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|
2022
Q3 | $7.88M | Buy |
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|
2022
Q2 | $8.48M | Buy |
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|
2022
Q1 | – | Hold |
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|
2021
Q4 | – | Hold |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $5.79M | Buy |
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|
2020
Q4 | $4.36M | Buy |
|