Ruedi Wealth Management’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 |
-194
| Closed | -$36.1K | – | 307 |
|
|
2025
Q1 | $36.1K | Buy |
194
+1
| +0.5% | +$186 | 0.01% | 100 |
|
|
2024
Q4 | $38.3K | Sell |
193
-1
| -0.5% | -$198 | 0.01% | 95 |
|
|
2024
Q3 | $39K | Buy |
194
+1
| +0.5% | +$201 | 0.01% | 98 |
|
|
2024
Q2 | $35.3K | Sell |
193
-5
| -3% | -$913 | 0.01% | 102 |
|
|
2024
Q1 | $37.9K | Sell |
198
-49
| -20% | -$9.39K | 0.02% | 96 |
|
|
2023
Q4 | $44.4K | Hold |
247
| – | – | 0.02% | 85 |
|
|
2023
Q3 | $39.4K | Sell |
247
-3
| -1% | -$479 | 0.02% | 84 |
|
|
2023
Q2 | $41.4K | Sell |
250
-7
| -3% | -$1.16K | 0.02% | 85 |
|
|
2023
Q1 | $40.7K | Buy |
257
+83
| +48% | +$13.2K | 0.03% | 89 |
|
|
2022
Q4 | $49K | Buy |
+174
| New | +$49K | 0.03% | 72 |
|