Stone Summit Wealth’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
Q2 | $4.97M | Sell |
|
|||||
|
2025
Q1 | $5.36M | Sell |
|
|||||
|
2024
Q4 | $5.92M | Sell |
|
|||||
|
2024
Q3 | $6.64M | Sell |
|
|||||
|
2024
Q2 | $6.07M | Buy |
|
|||||
|
2024
Q1 | $6.37M | Buy |
|
|||||
|
2023
Q4 | $5.46M | Buy |
|
|||||
|
2023
Q3 | $4.64M | Buy |
|
|||||
|
2023
Q2 | $4.43M | Buy |
|
|||||
|
2023
Q1 | $4.03M | Buy |
|
|||||
|
2022
Q4 | $3.68M | Buy |
|
|||||
|
2022
Q3 | $2.57M | Buy |
|
|||||
|
2022
Q2 | $2.16M | Buy |
|
|||||
|
2022
Q1 | $1.47M | Buy |
|
|||||
|
2021
Q4 | $1.23M | Buy |
|