R.M. Davis Inc’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
Q2 | – | Sell |
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|
2025
Q1 | $338K | Buy |
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|
2024
Q4 | $346K | Buy |
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $205K | Hold |
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|
2023
Q2 | $213K | Sell |
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|
2023
Q1 | $206K | Hold |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $227K | Hold |
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|
2021
Q4 | $231K | Sell |
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|
2021
Q3 | $225K | Buy |
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|
2021
Q2 | $222K | Hold |
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|
2021
Q1 | $212K | Buy |
|