SWM
Seed Wealth Management’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 | $476K | Hold |
2,440
| – | – | 0.35% | 71 |
|
|
2025
Q1 | $455K | Hold |
2,440
| – | – | 0.37% | 71 |
|
|
2024
Q4 | $484K | Hold |
2,440
| – | – | 0.39% | 65 |
|
|
2024
Q3 | $490K | Hold |
2,440
| – | – | 0.39% | 67 |
|
|
2024
Q2 | $445K | Hold |
2,440
| – | – | 0.39% | 65 |
|
|
2024
Q1 | $464K | Hold |
2,440
| – | – | 0.44% | 58 |
|
|
2023
Q4 | $438K | Hold |
2,440
| – | – | 0.44% | 57 |
|
|
2023
Q3 | $389K | Hold |
2,440
| – | – | 0.44% | 61 |
|
|
2023
Q2 | $404K | Hold |
2,440
| – | – | 0.43% | 64 |
|
|
2023
Q1 | $387K | Hold |
2,440
| – | – | 0.44% | 57 |
|
|
2022
Q4 | $387K | Buy |
+2,440
| New | +$387K | 0.44% | 57 |
|