Soundmark Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $747K | Sell |
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|
2023
Q4 | $710K | Buy |
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|
2023
Q3 | $628K | Sell |
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|
2023
Q2 | $686K | Sell |
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|
2023
Q1 | $710K | Sell |
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|
2022
Q4 | $750K | Buy |
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|
2022
Q3 | $672K | Buy |
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|
2022
Q2 | $615K | Sell |
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|
2022
Q1 | $1.73M | Buy |
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|
2021
Q4 | $1.7M | Sell |
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|
2021
Q3 | $1.68M | Buy |
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|
2021
Q2 | $1.71M | Buy |
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|
2021
Q1 | $933K | Buy |
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|
2020
Q4 | $350K | Buy |
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