Summit Wealth & Retirement Planning’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 | $4.16M | Buy |
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|
2025
Q2 | $3.87M | Buy |
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|
2025
Q1 | $3.67M | Buy |
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|
2024
Q4 | $3.73M | Buy |
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|
2024
Q3 | $1.96M | Buy |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $728K | Buy |
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|
2023
Q3 | $645K | Buy |
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|
2023
Q2 | $591K | Buy |
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|
2023
Q1 | $556K | Buy |
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|
2022
Q4 | $449K | Buy |
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|
2022
Q3 | $391K | Buy |
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|
2022
Q2 | $266K | Buy |
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|
2022
Q1 | $270K | Buy |
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|
2021
Q4 | $205K | Buy |
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