Sowell Financial Services’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
Q3 | $2M | Sell |
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|
2025
Q2 | $1.98M | Buy |
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|
2025
Q1 | $1.85M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $3.29M | Sell |
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|
2024
Q2 | $3.16M | Sell |
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|
2024
Q1 | $3.49M | Sell |
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|
2023
Q4 | $3.54M | Sell |
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|
2023
Q3 | $3.45M | Buy |
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|
2023
Q2 | $3.03M | Sell |
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|
2023
Q1 | $3.68M | Buy |
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|
2022
Q4 | $3.57M | Sell |
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|
2022
Q3 | $3.25M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3.49M | Sell |
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|
2021
Q3 | $3.91M | Sell |
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|
2021
Q2 | $4.28M | Sell |
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|
2021
Q1 | $32.6M | Sell |
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|
2020
Q4 | $29.1M | Buy |
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|
2020
Q3 | $22.5M | Buy |
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|
2020
Q2 | $19.3M | Buy |
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|
2020
Q1 | $8.61M | Buy |
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|
2019
Q4 | $1.02M | Buy |
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|
2019
Q3 | $86K | Buy |
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