Rothschild Capital Partners’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 | – | Sell |
-1,236
| Closed | -$230K | – | 98 |
|
|
2025
Q1 | $230K | Sell |
1,236
-275
| -18% | -$51.2K | 0.06% | 82 |
|
|
2024
Q4 | $299K | Sell |
1,511
-54
| -3% | -$10.7K | 0.07% | 73 |
|
|
2024
Q3 | $314K | Buy |
1,565
+26
| +2% | +$5.22K | 0.09% | 45 |
|
|
2024
Q2 | $281K | Buy |
1,539
+269
| +21% | +$49.1K | 0.08% | 44 |
|
|
2024
Q1 | $244K | Buy |
+1,270
| New | +$244K | 0.07% | 42 |
|