Sax Wealth Advisors’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
Q3 | $404K | Sell |
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|
2025
Q2 | $525K | Sell |
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|
2025
Q1 | $530K | Buy |
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|
2024
Q4 | $509K | Buy |
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|
2024
Q3 | $329K | Sell |
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|
2024
Q2 | $360K | Sell |
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|
2024
Q1 | $469K | Buy |
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|
2023
Q4 | $277K | Buy |
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|
2023
Q3 | $240K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $211K | Sell |
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|
2021
Q4 | $291K | Sell |
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|
2021
Q3 | $331K | Hold |
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|
2021
Q2 | $340K | Sell |
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|
2021
Q1 | $352K | Sell |
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|
2020
Q4 | $392K | Buy |
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