Silverlake Wealth Management’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 | $1.06M | Buy |
5,442
+244
| +5% | +$47.6K | 0.31% | 98 |
|
|
2025
Q1 | $968K | Buy |
5,198
+422
| +9% | +$78.6K | 0.37% | 70 |
|
|
2024
Q4 | $946K | Sell |
4,776
-109
| -2% | -$21.6K | 0.36% | 74 |
|
|
2024
Q3 | $981K | Buy |
4,885
+310
| +7% | +$62.2K | 0.37% | 71 |
|
|
2024
Q2 | $835K | Sell |
4,575
-662
| -13% | -$121K | 0.34% | 73 |
|
|
2024
Q1 | $1M | Sell |
5,237
-44
| -0.8% | -$8.44K | 0.51% | 49 |
|
|
2023
Q4 | $950K | Buy |
5,281
+73
| +1% | +$13.1K | 0.52% | 47 |
|
|
2023
Q3 | $831K | Buy |
5,208
+236
| +5% | +$37.6K | 0.47% | 57 |
|
|
2023
Q2 | $822K | Buy |
4,972
+272
| +6% | +$45K | 0.46% | 57 |
|
|
2023
Q1 | $746K | Buy |
4,700
+794
| +20% | +$126K | 0.45% | 58 |
|
|
2022
Q4 | $620K | Buy |
3,906
+200
| +5% | +$31.8K | 0.39% | 67 |
|
|
2022
Q3 | $531K | Buy |
3,706
+780
| +27% | +$112K | 0.36% | 72 |
|
|
2022
Q2 | $438K | Buy |
2,926
+816
| +39% | +$122K | 0.29% | 88 |
|
|
2022
Q1 | $371K | Buy |
+2,110
| New | +$371K | 0.21% | 133 |
|