Ruedi 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
Q2 | – | Sell |
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|
2025
Q1 | $36.1K | Buy |
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|
2024
Q4 | $38.3K | Sell |
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|
2024
Q3 | $39K | Buy |
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|
2024
Q2 | $35.3K | Sell |
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|
2024
Q1 | $37.9K | Sell |
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|
2023
Q4 | $44.4K | Hold |
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|
2023
Q3 | $39.4K | Sell |
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|
2023
Q2 | $41.4K | Sell |
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|
2023
Q1 | $40.7K | Buy |
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|
2022
Q4 | $49K | Buy |
|