Romano Brothers & Co’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 | $291K | Buy |
1,491
+6
| +0.4% | +$1.17K | 0.04% | 274 |
|
|
2025
Q1 | $277K | Buy |
1,485
+10
| +0.7% | +$1.86K | 0.04% | 275 |
|
|
2024
Q4 | $292K | Hold |
1,475
| – | – | 0.04% | 267 |
|
|
2024
Q3 | $296K | Hold |
1,475
| – | – | 0.04% | 266 |
|
|
2024
Q2 | $269K | Buy |
1,475
+310
| +27% | +$56.6K | 0.04% | 265 |
|
|
2024
Q1 | $224K | Hold |
1,165
| – | – | 0.03% | 292 |
|
|
2023
Q4 | $210K | Sell |
1,165
-97
| -8% | -$17.5K | 0.03% | 293 |
|
|
2023
Q3 | $201K | Hold |
1,262
| – | – | 0.03% | 291 |
|
|
2023
Q2 | $209K | Hold |
1,262
| – | – | 0.03% | 290 |
|
|
2023
Q1 | $200K | Hold |
1,262
| – | – | 0.03% | 294 |
|
|
2022
Q4 | $200K | Buy |
+1,262
| New | +$200K | 0.03% | 295 |
|