Stephens Consulting’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 | $228K | Sell |
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|
2025
Q2 | $535K | Buy |
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|
2025
Q1 | $362K | Sell |
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|
2024
Q4 | $385K | Sell |
|
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|
2024
Q3 | $393K | Sell |
|
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|
2024
Q2 | $405K | Sell |
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|
2024
Q1 | $454K | Buy |
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|
2023
Q4 | $423K | Sell |
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|
2023
Q3 | $376K | Sell |
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|
2023
Q2 | $464K | Buy |
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|
2023
Q1 | $213K | Sell |
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|
2022
Q4 | $229K | Sell |
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|
2022
Q3 | $244K | Sell |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $336K | Hold |
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|
2021
Q4 | $341K | Buy |
|