RF&L Wealth Management’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 | $4.73M | Sell |
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|
2025
Q2 | $4.45M | Buy |
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|
2025
Q1 | $3.89M | Buy |
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|
2024
Q4 | $4.14M | Buy |
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|
2024
Q3 | $4.13M | Sell |
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|
2024
Q2 | $3.76M | Buy |
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|
2024
Q1 | $3.94M | Sell |
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|
2023
Q4 | $3.73M | Sell |
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|
2023
Q3 | $3.32M | Buy |
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|
2023
Q2 | $3.44M | Sell |
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|
2023
Q1 | $3.54M | Sell |
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|
2022
Q4 | $3.59M | Buy |
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