Richardson Financial Services’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 | $1.49M | Buy |
7,510
+628
| +9% | +$125K | 1% | 18 |
|
|
2025
Q1 | $1.28M | Buy |
6,882
+179
| +3% | +$33.3K | 0.98% | 21 |
|
|
2024
Q4 | $1.32M | Buy |
6,703
+27
| +0.4% | +$5.34K | 0.93% | 21 |
|
|
2024
Q3 | $1.22M | Buy |
6,676
+58
| +0.9% | +$10.6K | 0.77% | 26 |
|
|
2024
Q2 | $1.21M | Buy |
6,618
+114
| +2% | +$20.8K | 0.87% | 23 |
|
|
2024
Q1 | $1.25M | Buy |
6,504
+1,493
| +30% | +$286K | 0.88% | 26 |
|
|
2023
Q4 | $902K | Buy |
+5,011
| New | +$902K | 0.79% | 33 |
|