SAM
Satovsky Asset Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Sell |
1,027
-52
| -5% | -$10.1K | 0.04% | 63 |
|
|
2025
Q1 | $201K | Buy |
1,079
+6
| +0.6% | +$1.12K | 0.05% | 54 |
|
|
2024
Q4 | $213K | Sell |
1,073
-53
| -5% | -$10.5K | 0.05% | 48 |
|
|
2024
Q3 | $226K | Buy |
1,126
+14
| +1% | +$2.81K | 0.05% | 48 |
|
|
2024
Q2 | $203K | Buy |
+1,112
| New | +$203K | 0.05% | 49 |
|