Quantum Financial 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 | $830K | Buy |
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|
2025
Q2 | $766K | Buy |
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|
2025
Q1 | $710K | Buy |
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|
2024
Q4 | $744K | Hold |
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|
2024
Q3 | $753K | Hold |
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|
2024
Q2 | $685K | Hold |
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|
2024
Q1 | $720K | Hold |
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|
2023
Q4 | $675K | Buy |
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|
2023
Q3 | $587K | Buy |
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|
2023
Q2 | $608K | Sell |
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|
2023
Q1 | $762K | Hold |
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|
2022
Q4 | $762K | Sell |
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|
2022
Q3 | $688K | Hold |
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|
2022
Q2 | $803K | Buy |
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