Sterling 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 | $7.43M | Buy |
+38,105
| New | +$7.43M | 2.53% | 14 |
|
|
2024
Q4 | $7.69M | Sell |
38,822
-549
| -1% | -$109K | 2.84% | 13 |
|
|
2024
Q3 | $7.9M | Sell |
39,371
-1,200
| -3% | -$241K | 2.95% | 11 |
|
|
2024
Q2 | $7.41M | Hold |
40,571
| – | – | 3.51% | 9 |
|
|
2024
Q1 | $7.78M | Buy |
40,571
+39
| +0.1% | +$7.48K | 3.87% | 8 |
|
|
2023
Q4 | $7.29M | Buy |
+40,532
| New | +$7.29M | 4.1% | 8 |
|