Robinson Smith 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 | $298K | Hold |
1,529
| – | – | 0.24% | 63 |
|
|
2025
Q1 | $285K | Buy |
1,529
+30
| +2% | +$5.59K | 0.24% | 69 |
|
|
2024
Q4 | $297K | Hold |
1,499
| – | – | 0.25% | 62 |
|
|
2024
Q3 | $301K | Sell |
1,499
-29
| -2% | -$5.82K | 0.26% | 66 |
|
|
2024
Q2 | $279K | Buy |
1,528
+28
| +2% | +$5.11K | 0.25% | 71 |
|
|
2024
Q1 | $288K | Buy |
1,500
+1
| +0.1% | +$192 | 0.28% | 66 |
|
|
2023
Q4 | $270K | Buy |
+1,499
| New | +$270K | 0.27% | 71 |
|