Schwallier Wealth Management’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 | $1.12M | Buy |
5,719
+482
| +9% | +$94K | 0.68% | 16 |
|
|
2025
Q1 | $976K | Sell |
5,237
-609
| -10% | -$113K | 0.72% | 18 |
|
|
2024
Q4 | $1.16M | Sell |
5,846
-298
| -5% | -$59.1K | 0.88% | 14 |
|
|
2024
Q3 | $1.23M | Buy |
6,144
+240
| +4% | +$48.2K | 0.88% | 13 |
|
|
2024
Q2 | $1.08M | Sell |
5,904
-438
| -7% | -$79.9K | 0.88% | 13 |
|
|
2024
Q1 | $1.22M | Sell |
6,342
-915
| -13% | -$176K | 0.98% | 14 |
|
|
2023
Q4 | $1.31M | Buy |
+7,257
| New | +$1.31M | 1.08% | 14 |
|