SHFA
SC&H Financial Advisors’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 | $1.52M | Sell |
7,797
-351
| -4% | -$68.4K | 0.26% | 49 |
|
|
2025
Q1 | $1.52M | Buy |
8,148
+366
| +5% | +$68.2K | 0.3% | 46 |
|
|
2024
Q4 | $1.54M | Sell |
7,782
-33
| -0.4% | -$6.54K | 0.32% | 44 |
|
|
2024
Q3 | $1.57M | Buy |
7,815
+31
| +0.4% | +$6.23K | 0.34% | 43 |
|
|
2024
Q2 | $1.42M | Buy |
7,784
+459
| +6% | +$83.8K | 0.35% | 44 |
|
|
2024
Q1 | $1.41M | Sell |
7,325
-197
| -3% | -$37.8K | 0.37% | 45 |
|
|
2023
Q4 | $1.35M | Buy |
7,522
+133
| +2% | +$23.9K | 0.39% | 41 |
|
|
2023
Q3 | $1.18M | Buy |
7,389
+18
| +0.2% | +$2.87K | 0.39% | 46 |
|
|
2023
Q2 | $1.22M | Buy |
7,371
+20
| +0.3% | +$3.31K | 0.4% | 46 |
|
|
2023
Q1 | $1.17M | Sell |
7,351
-498
| -6% | -$79.1K | 0.43% | 46 |
|
|
2022
Q4 | $1.25M | Buy |
7,849
+19
| +0.2% | +$3.02K | 0.52% | 36 |
|
|
2022
Q3 | $1.12M | Sell |
7,830
-820
| -9% | -$118K | 0.56% | 40 |
|
|
2022
Q2 | $1.3M | Buy |
8,650
+255
| +3% | +$38.2K | 0.6% | 36 |
|
|
2022
Q1 | $1.48M | Buy |
8,395
+10
| +0.1% | +$1.76K | 0.7% | 31 |
|
|
2021
Q4 | $1.5M | Buy |
+8,385
| New | +$1.5M | 0.83% | 26 |
|