Resurgent Financial 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 | $1.04M | Sell |
5,346
-52
| -1% | -$10.1K | 0.57% | 50 |
|
|
2025
Q1 | $1.01M | Buy |
5,398
+415
| +8% | +$77.3K | 0.6% | 44 |
|
|
2024
Q4 | $987K | Buy |
4,983
+216
| +5% | +$42.8K | 0.58% | 43 |
|
|
2024
Q3 | $957K | Buy |
4,767
+310
| +7% | +$62.2K | 0.56% | 46 |
|
|
2024
Q2 | $814K | Sell |
4,457
-5,020
| -53% | -$916K | 0.51% | 53 |
|
|
2024
Q1 | $1.82M | Buy |
9,477
+4,790
| +102% | +$919K | 0.97% | 26 |
|
|
2023
Q4 | $843K | Sell |
4,687
-2,133
| -31% | -$384K | 0.52% | 44 |
|
|
2023
Q3 | $1.09M | Sell |
6,820
-836
| -11% | -$133K | 0.74% | 26 |
|
|
2023
Q2 | $1.27M | Buy |
7,656
+642
| +9% | +$106K | 0.84% | 27 |
|
|
2023
Q1 | $1.11M | Buy |
7,014
+559
| +9% | +$88.7K | 0.74% | 34 |
|
|
2022
Q4 | $1.02M | Buy |
6,455
+2,868
| +80% | +$455K | 0.54% | 41 |
|
|
2022
Q3 | $514K | Sell |
3,587
-434
| -11% | -$62.2K | 0.34% | 84 |
|
|
2022
Q2 | $602K | Sell |
4,021
-135
| -3% | -$20.2K | 0.39% | 76 |
|
|
2022
Q1 | $731K | Buy |
4,156
+826
| +25% | +$145K | 0.45% | 61 |
|
|
2021
Q4 | $596K | Buy |
+3,330
| New | +$596K | 0.48% | 62 |
|