SteelPeak Wealth’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 | $484K | Sell |
2,470
-261
| -10% | -$51.1K | 0.02% | 348 |
|
|
2025
Q1 | $509K | Buy |
2,731
+93
| +4% | +$17.3K | 0.02% | 327 |
|
|
2024
Q4 | $523K | Buy |
2,638
+739
| +39% | +$146K | 0.02% | 314 |
|
|
2024
Q3 | $381K | Buy |
1,899
+13
| +0.7% | +$2.61K | 0.02% | 345 |
|
|
2024
Q2 | $346K | Buy |
1,886
+42
| +2% | +$7.71K | 0.02% | 336 |
|
|
2024
Q1 | $354K | Sell |
1,844
-146
| -7% | -$28K | 0.02% | 327 |
|
|
2023
Q4 | $358K | Buy |
1,990
+146
| +8% | +$26.3K | 0.02% | 305 |
|
|
2023
Q3 | $294K | Hold |
1,844
| – | – | 0.02% | 323 |
|
|
2023
Q2 | $305K | Buy |
+1,844
| New | +$305K | 0.02% | 308 |
|