Ritholtz 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 | $904K | Sell |
|
|||||
|
2025
Q2 | $845K | Sell |
|
|||||
|
2025
Q1 | $816K | Sell |
|
|||||
|
2024
Q4 | $875K | Buy |
|
|||||
|
2024
Q3 | $882K | Buy |
|
|||||
|
2024
Q2 | $251K | Buy |
|
|||||
|
2024
Q1 | $262K | Sell |
|
|||||
|
2023
Q4 | $280K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $252K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $200K | Sell |
|
|||||
|
2022
Q1 | $237K | Buy |
|
|||||
|
2021
Q4 | $226K | Sell |
|
|||||
|
2021
Q3 | $231K | Buy |
|