Sonoma Private Wealth’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
Q2 | $300K | Hold |
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|
2025
Q1 | $287K | Sell |
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|
2024
Q4 | $533K | Sell |
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|
2024
Q3 | $546K | Sell |
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|
2024
Q2 | $525K | Buy |
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|
2024
Q1 | $548K | Buy |
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|
2023
Q4 | $513K | Sell |
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|
2023
Q3 | $584K | Buy |
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|
2023
Q2 | $558K | Sell |
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|
2023
Q1 | $673K | Buy |
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|
2022
Q4 | $333K | Buy |
|