Summit Financial Strategies’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 | $358K | Buy |
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|
2025
Q1 | $341K | Sell |
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|
2024
Q4 | $390K | Buy |
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|
2024
Q3 | $390K | Buy |
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|
2024
Q2 | $345K | Buy |
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|
2024
Q1 | $358K | Buy |
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|
2023
Q4 | $334K | Buy |
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|
2023
Q3 | $295K | Buy |
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|
2023
Q2 | $305K | Buy |
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|
2023
Q1 | $272K | Buy |
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|
2022
Q4 | $263K | Buy |
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|
2022
Q3 | $237K | Sell |
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|
2022
Q2 | $255K | Buy |
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|
2022
Q1 | $297K | Hold |
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|
2021
Q4 | $302K | Sell |
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|
2021
Q3 | $317K | Buy |
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|
2021
Q2 | $293K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $240K | Buy |
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|
2018
Q2 | $229K | Buy |
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