Retirement Financial Solutions’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 | – | Sell |
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|
2025
Q2 | $15M | Sell |
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|
2025
Q1 | $15.7M | Sell |
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|
2024
Q4 | $19.4M | Buy |
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|
2024
Q3 | $19.6M | Buy |
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|
2024
Q2 | $17.5M | Buy |
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|
2024
Q1 | $16.3M | Buy |
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|
2023
Q4 | $13.9M | Buy |
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|
2023
Q3 | $11.3M | Buy |
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|
2023
Q2 | $9.99M | Buy |
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|
2023
Q1 | $8.07M | Buy |
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|
2022
Q4 | $7.79M | Buy |
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