SWM
Selective 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 | $506K | Hold |
2,516
| – | – | 0.18% | 59 |
|
|
2025
Q1 | $431K | Hold |
2,516
| – | – | 0.19% | 60 |
|
|
2024
Q4 | $503K | Buy |
2,516
+100
| +4% | +$20K | 0.2% | 58 |
|
|
2024
Q3 | $478K | Sell |
2,416
-146
| -6% | -$28.9K | 0.2% | 60 |
|
|
2024
Q2 | $462K | Hold |
2,562
| – | – | 0.2% | 62 |
|
|
2024
Q1 | $473K | Hold |
2,562
| – | – | 0.21% | 63 |
|
|
2023
Q4 | $449K | Sell |
2,562
-86
| -3% | -$15.1K | 0.23% | 50 |
|
|
2023
Q3 | $411K | Hold |
2,648
| – | – | 0.23% | 53 |
|
|
2023
Q2 | $440K | Buy |
+2,648
| New | +$440K | 0.22% | 59 |
|
|
2022
Q4 | $442K | Buy |
2,648
+18
| +0.7% | +$3.01K | 0.23% | 58 |
|
|
2022
Q3 | $377K | Buy |
2,630
+14
| +0.5% | +$2.01K | 0.16% | 79 |
|
|
2022
Q2 | $392K | Buy |
2,616
+13
| +0.5% | +$1.95K | 0.14% | 90 |
|
|
2022
Q1 | $458K | Sell |
2,603
-8
| -0.3% | -$1.41K | 0.17% | 72 |
|
|
2021
Q4 | $467K | Buy |
2,611
+17
| +0.7% | +$3.04K | 0.19% | 64 |
|
|
2021
Q3 | $439K | Buy |
2,594
+10
| +0.4% | +$1.69K | 0.23% | 48 |
|
|
2021
Q2 | $449K | Sell |
2,584
-351
| -12% | -$61K | 0.36% | 36 |
|
|
2021
Q1 | $486K | Sell |
2,935
-488
| -14% | -$80.8K | 0.44% | 30 |
|
|
2020
Q4 | $487K | Buy |
3,423
+34
| +1% | +$4.84K | 0.31% | 31 |
|
|
2020
Q3 | $375K | Buy |
3,389
+13
| +0.4% | +$1.44K | 0.29% | 32 |
|
|
2020
Q2 | $361K | Buy |
3,376
+307
| +10% | +$32.8K | 0.3% | 32 |
|
|
2020
Q1 | $273K | Buy |
3,069
+13
| +0.4% | +$1.16K | 0.43% | 15 |
|
|
2019
Q4 | $419K | Sell |
3,056
-773
| -20% | -$106K | 0.51% | 15 |
|
|
2019
Q3 | $493K | Sell |
3,829
-1,243
| -25% | -$160K | 0.68% | 12 |
|
|
2019
Q2 | $662K | Buy |
+5,072
| New | +$662K | 1.07% | 12 |
|