Rockwood 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 | $659K | Hold |
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|
2025
Q2 | $616K | Sell |
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|
2025
Q1 | $603K | Sell |
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|
2024
Q4 | $643K | Buy |
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|
2024
Q3 | $622K | Buy |
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|
2024
Q2 | $559K | Buy |
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|
2024
Q1 | $582K | Hold |
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|
2023
Q4 | $546K | Sell |
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|
2023
Q3 | $485K | Sell |
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|
2023
Q2 | $531K | Buy |
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|
2023
Q1 | $508K | Sell |
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|
2022
Q4 | $520K | Buy |
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|
2022
Q3 | $380K | Buy |
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|
2022
Q2 | $397K | Buy |
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|
2022
Q1 | $328K | Buy |
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|
2021
Q4 | $333K | Buy |
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