Sightline Wealth Advisors’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 | $736K | Sell |
3,774
-132
| -3% | -$25.7K | 0.36% | 43 |
|
|
2025
Q1 | $728K | Buy |
3,906
+3
| +0.1% | +$559 | 0.38% | 41 |
|
|
2024
Q4 | $774K | Buy |
3,903
+6
| +0.2% | +$1.19K | 0.42% | 39 |
|
|
2024
Q3 | $782K | Buy |
3,897
+253
| +7% | +$50.8K | 0.43% | 39 |
|
|
2024
Q2 | $665K | Hold |
3,644
| – | – | 0.41% | 41 |
|
|
2024
Q1 | $699K | Buy |
3,644
+641
| +21% | +$123K | 0.46% | 36 |
|
|
2023
Q4 | $540K | Buy |
3,003
+6
| +0.2% | +$1.08K | 0.41% | 40 |
|
|
2023
Q3 | $478K | Buy |
2,997
+1,113
| +59% | +$178K | 0.45% | 41 |
|
|
2023
Q2 | $299K | Hold |
1,884
| – | – | 0.3% | 44 |
|
|
2023
Q1 | $299K | Buy |
+1,884
| New | +$299K | 0.31% | 44 |
|