Revisor Wealth Management’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 | $1.24M | Buy |
6,088
+101
| +2% | +$20.5K | 0.45% | 44 |
|
|
2025
Q1 | $1.12M | Buy |
5,987
+1,766
| +42% | +$329K | 0.5% | 40 |
|
|
2024
Q4 | $846K | Buy |
4,221
+1,693
| +67% | +$339K | 0.78% | 30 |
|
|
2024
Q3 | $508K | Sell |
2,528
-206
| -8% | -$41.4K | 0.32% | 62 |
|
|
2024
Q2 | $499K | Sell |
2,734
-2,743
| -50% | -$501K | 0.35% | 56 |
|
|
2024
Q1 | $1.02M | Buy |
5,477
+3,802
| +227% | +$706K | 0.46% | 44 |
|
|
2023
Q4 | $301K | Sell |
1,675
-1,863
| -53% | -$335K | 0.35% | 71 |
|
|
2023
Q3 | $564K | Buy |
3,538
+788
| +29% | +$126K | 0.48% | 45 |
|
|
2023
Q2 | $455K | Sell |
2,750
-206
| -7% | -$34.1K | 0.41% | 58 |
|
|
2023
Q1 | $469K | Buy |
+2,956
| New | +$469K | 0.43% | 56 |
|