Strategic Investment Solutions’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 | – | Sell |
-59
| Closed | -$11K | – | 681 |
|
|
2025
Q1 | $11K | Buy |
+59
| New | +$11K | ﹤0.01% | 351 |
|
|
2024
Q3 | – | Sell |
-100
| Closed | -$16.6K | – | 699 |
|
|
2024
Q2 | $16.6K | Buy |
+100
| New | +$16.6K | 0.01% | 292 |
|
|
2023
Q4 | – | Sell |
-6,300
| Closed | -$1.05M | – | 1198 |
|
|
2023
Q3 | $1.05M | Buy |
6,300
+6,200
| +6,200% | +$1.04M | 0.01% | 309 |
|
|
2023
Q2 | $15.3K | Hold |
100
| – | – | ﹤0.01% | 500 |
|
|
2023
Q1 | $15.9K | Buy |
+100
| New | +$15.9K | ﹤0.01% | 570 |
|