Strategic Wealth Partners’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 | $86.6K | Buy |
+444
| New | +$86.6K | 0.01% | 413 |
|
|
2023
Q1 | – | Sell |
-1,780
| Closed | -$283K | – | 279 |
|
|
2022
Q4 | $283K | Sell |
1,780
-543
| -23% | -$86.2K | 0.05% | 215 |
|
|
2022
Q3 | $333K | Buy |
2,323
+343
| +17% | +$49.2K | 0.07% | 210 |
|
|
2022
Q2 | $297K | Buy |
+1,980
| New | +$297K | 0.06% | 199 |
|
|
2018
Q4 | – | Sell |
-172
| Closed | -$24K | – | 713 |
|
|
2018
Q3 | $24K | Hold |
172
| – | – | 0.01% | 311 |
|
|
2018
Q2 | $23K | Sell |
172
-137
| -44% | -$18.3K | 0.01% | 365 |
|
|
2018
Q1 | $40K | Buy |
309
+45
| +17% | +$5.83K | 0.02% | 263 |
|
|
2017
Q4 | $34K | Buy |
+264
| New | +$34K | 0.02% | 253 |
|