River Wealth Advisors’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 | $200K | Sell |
1,026
-315
| -23% | -$61.4K | 0.02% | 202 |
|
|
2025
Q1 | $250K | Sell |
1,341
-11
| -0.8% | -$2.05K | 0.03% | 185 |
|
|
2024
Q4 | $268K | Sell |
1,352
-109
| -7% | -$21.6K | 0.04% | 188 |
|
|
2024
Q3 | $293K | Buy |
+1,461
| New | +$293K | 0.04% | 180 |
|
|
2019
Q1 | – | Sell |
-474
| Closed | -$54K | – | 478 |
|
|
2018
Q4 | $54K | Hold |
474
| – | – | 0.02% | 237 |
|
|
2018
Q3 | $66K | Buy |
474
+35
| +8% | +$4.87K | 0.02% | 252 |
|
|
2018
Q2 | $60K | Buy |
+439
| New | +$60K | 0.02% | 258 |
|