Roble Belko & Company’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 | $12K | Hold |
64
| – | – | ﹤0.01% | 259 |
|
2025
Q1 | $12K | Hold |
64
| – | – | ﹤0.01% | 249 |
|
2024
Q4 | $13K | Hold |
64
| – | – | ﹤0.01% | 233 |
|
2024
Q3 | $13K | Hold |
64
| – | – | ﹤0.01% | 226 |
|
2024
Q2 | $12K | Hold |
64
| – | – | ﹤0.01% | 232 |
|
2024
Q1 | $12K | Sell |
64
-28
| -30% | -$5.25K | ﹤0.01% | 238 |
|
2023
Q4 | $17K | Hold |
92
| – | – | ﹤0.01% | 212 |
|
2023
Q3 | $15K | Buy |
92
+64
| +229% | +$10.4K | ﹤0.01% | 199 |
|
2023
Q2 | $5K | Buy |
+28
| New | +$5K | ﹤0.01% | 238 |
|