SeaCrest 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 | $414K | Sell |
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|
2025
Q2 | $472K | Sell |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $2.31M | Buy |
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|
2024
Q3 | $2.24M | Sell |
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|
2024
Q2 | $2.05M | Buy |
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|
2024
Q1 | $1.61M | Buy |
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|
2023
Q4 | $1.29M | Sell |
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|
2023
Q3 | $1.24M | Buy |
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|
2023
Q2 | $878K | Buy |
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|
2023
Q1 | $506K | Buy |
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|
2022
Q4 | $471K | Buy |
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|
2022
Q3 | $370K | Sell |
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|
2022
Q2 | $1.4M | Sell |
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|
2022
Q1 | $1.75M | Sell |
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|
2021
Q4 | $2.08M | Buy |
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|
2021
Q3 | $1.51M | Buy |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $897K | Sell |
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|
2020
Q4 | $863K | Buy |
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|
2020
Q3 | $414K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.18M | Buy |
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|
2019
Q3 | $903K | Buy |
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|
2019
Q2 | $860K | Buy |
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|
2019
Q1 | $552K | Hold |
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|
2018
Q4 | $489K | Sell |
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|
2018
Q3 | $622K | Buy |
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|
2018
Q2 | $470K | Sell |
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|
2018
Q1 | $451K | Buy |
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|
2017
Q4 | $448K | Buy |
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