Schrum Private Wealth Management’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 | $261K | Sell |
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|
2025
Q2 | $293K | Hold |
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|
2025
Q1 | $280K | Hold |
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|
2024
Q4 | $298K | Sell |
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|
2024
Q3 | $604K | Buy |
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|
2024
Q2 | $275K | Hold |
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|
2024
Q1 | $289K | Hold |
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|
2023
Q4 | $271K | Hold |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $249K | Hold |
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|
2023
Q1 | $239K | Hold |
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|
2022
Q4 | $239K | Hold |
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|
2022
Q3 | $216K | Buy |
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|
2022
Q2 | $201K | Hold |
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|
2022
Q1 | $223K | Hold |
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|
2021
Q4 | $241K | Buy |
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