Salomon & Ludwin’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 | $229K | Buy |
1,140
+2
| +0.2% | +$401 | 0.02% | 145 |
|
|
2025
Q1 | $212K | Sell |
1,138
-123
| -10% | -$22.9K | 0.02% | 142 |
|
|
2024
Q4 | $250K | Sell |
1,261
-1
| -0.1% | -$198 | 0.03% | 131 |
|
|
2024
Q3 | $253K | Sell |
1,262
-61
| -5% | -$12.2K | 0.03% | 137 |
|
|
2024
Q2 | $241K | Sell |
1,323
-914
| -41% | -$167K | 0.03% | 143 |
|
|
2024
Q1 | $429K | Sell |
2,237
-254
| -10% | -$48.7K | 0.04% | 131 |
|
|
2023
Q4 | $397K | Hold |
2,491
| – | – | 0.04% | 125 |
|
|
2023
Q3 | $397K | Buy |
2,491
+142
| +6% | +$22.6K | 0.04% | 125 |
|
|
2023
Q2 | $389K | Sell |
2,349
-8
| -0.3% | -$1.32K | 0.04% | 129 |
|
|
2023
Q1 | $374K | Sell |
2,357
-215
| -8% | -$34.1K | 0.04% | 127 |
|
|
2022
Q4 | $408K | Buy |
+2,572
| New | +$408K | 0.05% | 121 |
|