Spire 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 | $2.73M | Sell |
13,986
-1,290
| -8% | -$252K | 0.1% | 177 |
|
|
2025
Q1 | $2.85M | Sell |
15,276
-2,015
| -12% | -$375K | 0.09% | 210 |
|
|
2024
Q4 | $3.43M | Sell |
17,291
-113
| -0.6% | -$22.4K | 0.11% | 163 |
|
|
2024
Q3 | $3.49M | Buy |
17,404
+67
| +0.4% | +$13.5K | 0.12% | 146 |
|
|
2024
Q2 | $3.16M | Sell |
17,337
-1,067
| -6% | -$195K | 0.11% | 174 |
|
|
2024
Q1 | $3.53M | Sell |
18,404
-78
| -0.4% | -$15K | 0.06% | 188 |
|
|
2023
Q4 | $3.24M | Sell |
18,482
-377
| -2% | -$66.1K | 0.11% | 186 |
|
|
2023
Q3 | $3.01M | Buy |
18,859
+226
| +1% | +$36K | 0.11% | 188 |
|
|
2023
Q2 | $3.08M | Sell |
18,633
-1,062
| -5% | -$176K | 0.11% | 175 |
|
|
2023
Q1 | $3.13M | Buy |
19,695
+3,563
| +22% | +$566K | 0.12% | 158 |
|
|
2022
Q4 | $2.56M | Buy |
16,132
+13,902
| +623% | +$2.21M | 0.14% | 134 |
|
|
2022
Q3 | $320K | Sell |
2,230
-5,569
| -71% | -$799K | 0.02% | 424 |
|
|
2022
Q2 | $1.17M | Sell |
7,799
-128
| -2% | -$19.2K | 0.05% | 299 |
|
|
2022
Q1 | $1.4M | Sell |
7,927
-1,059
| -12% | -$186K | 0.04% | 323 |
|
|
2021
Q4 | $1.61M | Buy |
8,986
+804
| +10% | +$144K | 0.04% | 344 |
|
|
2021
Q3 | $1.39M | Sell |
8,182
-7
| -0.1% | -$1.19K | 0.04% | 341 |
|
|
2021
Q2 | $1.42M | Sell |
8,189
-396
| -5% | -$68.8K | 0.04% | 346 |
|
|
2021
Q1 | $795K | Buy |
+8,585
| New | +$795K | 0.02% | 518 |
|