Prossimo Advisors’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 | $1.03M | Sell |
5,263
-7,130
| -58% | -$1.39M | 0.82% | 25 |
|
|
2025
Q1 | $2.31M | Hold |
12,393
| – | – | 1.74% | 10 |
|
|
2024
Q4 | $2.46M | Buy |
12,393
+327
| +3% | +$64.8K | 1.78% | 10 |
|
|
2024
Q3 | $2.42M | Hold |
12,066
| – | – | 1.77% | 10 |
|
|
2024
Q2 | $2.2M | Buy |
+12,066
| New | +$2.2M | 1.99% | 8 |
|
|
2023
Q3 | – | Sell |
-12,022
| Closed | -$1.99M | – | 119 |
|
|
2023
Q2 | $1.99M | Buy |
+12,022
| New | +$1.99M | 1.92% | 8 |
|