Rooted Wealth Advisors’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 | $551K | Buy |
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|
2025
Q2 | $479K | Buy |
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|
2025
Q1 | $363K | Sell |
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|
2024
Q4 | $428K | Sell |
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|
2024
Q3 | $428K | Sell |
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|
2024
Q2 | $422K | Sell |
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|
2024
Q1 | $426K | Buy |
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|
2023
Q4 | $384K | Buy |
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|
2023
Q3 | $348K | Buy |
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|
2023
Q2 | $312K | Buy |
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|
2023
Q1 | $286K | Buy |
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|
2022
Q4 | $254K | Buy |
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