Southland Equity Partners’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 | – | Sell |
-6,432
| Closed | -$1.2M | – | 243 |
|
|
2025
Q1 | $1.2M | Buy |
+6,432
| New | +$1.2M | 0.28% | 69 |
|
|
2024
Q2 | – | Sell |
-1,319
| Closed | -$253K | – | 228 |
|
|
2024
Q1 | $253K | Buy |
1,319
+123
| +10% | +$23.6K | 0.07% | 182 |
|
|
2023
Q4 | $215K | Buy |
+1,196
| New | +$215K | 0.07% | 181 |
|
|
2023
Q3 | – | Sell |
-1,214
| Closed | -$201K | – | 189 |
|
|
2023
Q2 | $201K | Buy |
+1,214
| New | +$201K | 0.07% | 181 |
|