Sightline Wealth Advisors’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 | $784K | Sell |
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|
2025
Q2 | $736K | Sell |
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|
2025
Q1 | $728K | Buy |
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|
2024
Q4 | $774K | Buy |
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|
2024
Q3 | $782K | Buy |
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|
2024
Q2 | $665K | Hold |
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|
2024
Q1 | $699K | Buy |
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|
2023
Q4 | $540K | Buy |
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|
2023
Q3 | $478K | Buy |
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|
2023
Q2 | $299K | Hold |
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|
2023
Q1 | $299K | Buy |
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