RDA Financial Network’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
Q1 | – | Sell |
-1,017
| Closed | -$202K | – | 256 |
|
|
2024
Q4 | $202K | Sell |
1,017
-83
| -8% | -$16.4K | 0.06% | 235 |
|
|
2024
Q3 | $221K | Hold |
1,100
| – | – | 0.07% | 217 |
|
|
2024
Q2 | $201K | Sell |
1,100
-12
| -1% | -$2.19K | 0.07% | 224 |
|
|
2024
Q1 | $213K | Hold |
1,112
| – | – | 0.07% | 215 |
|
|
2023
Q4 | $200K | Buy |
+1,112
| New | +$200K | 0.08% | 222 |
|