SVWG
Shared Vision Wealth Group’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 | $247K | Hold |
1,244
| – | – | 0.12% | 74 |
|
|
2025
Q1 | $232K | Hold |
1,244
| – | – | 0.13% | 74 |
|
|
2024
Q4 | $246K | Hold |
1,244
| – | – | 0.13% | 69 |
|
|
2024
Q3 | $250K | Hold |
1,244
| – | – | 0.13% | 65 |
|
|
2024
Q2 | $227K | Hold |
1,244
| – | – | 0.13% | 70 |
|
|
2024
Q1 | $239K | Hold |
1,244
| – | – | 0.15% | 66 |
|
|
2023
Q4 | $224K | Buy |
+1,244
| New | +$224K | 0.15% | 72 |
|