Silvia McColl 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 | $8.08M | Sell |
41,435
-600
| -1% | -$117K | 5.87% | 2 |
|
|
2025
Q1 | $7.83M | Buy |
42,035
+198
| +0.5% | +$36.9K | 5.94% | 3 |
|
|
2024
Q4 | $8.29M | Buy |
41,837
+539
| +1% | +$107K | 6.21% | 3 |
|
|
2024
Q3 | $8.29M | Buy |
41,298
+3,940
| +11% | +$791K | 6.21% | 3 |
|
|
2024
Q2 | $6.82M | Buy |
37,358
+260
| +0.7% | +$47.5K | 5.64% | 3 |
|
|
2024
Q1 | $6.85M | Sell |
37,098
-1,503
| -4% | -$277K | 5.87% | 3 |
|
|
2023
Q4 | $6.95M | Buy |
38,601
+711
| +2% | +$128K | 6.26% | 3 |
|
|
2023
Q3 | $6.04M | Buy |
37,890
+311
| +0.8% | +$49.6K | 6.04% | 4 |
|
|
2023
Q2 | $6.22M | Buy |
37,579
+554
| +1% | +$91.6K | 5.77% | 4 |
|
|
2023
Q1 | $5.88M | Buy |
37,025
+1,003
| +3% | +$159K | 5.83% | 4 |
|
|
2022
Q4 | $5.72M | Buy |
+36,022
| New | +$5.72M | 5.62% | 4 |
|