Stonebridge Financial Planning Group’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 | $594K | Sell |
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|
2025
Q2 | $598K | Sell |
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|
2025
Q1 | $765K | Buy |
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|
2024
Q4 | $814K | Buy |
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|
2024
Q3 | $633K | Sell |
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|
2024
Q2 | $586K | Buy |
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|
2024
Q1 | $551K | Buy |
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|
2023
Q4 | $490K | Buy |
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|
2023
Q3 | $325K | Buy |
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|
2023
Q2 | $278K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $40K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $18K | Sell |
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|
2019
Q4 | $77K | Buy |
|