Sunbelt Securities’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 | $24.4K | Buy |
123
+2
| +2% | +$396 | ﹤0.01% | 1120 |
|
|
2025
Q1 | $22.6K | Sell |
121
-2
| -2% | -$374 | ﹤0.01% | 1095 |
|
|
2024
Q4 | $24.3K | Buy |
123
+1
| +0.8% | +$197 | ﹤0.01% | 1119 |
|
|
2024
Q3 | $24.6K | Buy |
+122
| New | +$24.6K | ﹤0.01% | 1120 |
|
|
2024
Q2 | – | Sell |
-7
| Closed | -$1.34K | – | 1820 |
|
|
2024
Q1 | $1.34K | Buy |
7
+2
| +40% | +$384 | ﹤0.01% | 1559 |
|
|
2023
Q4 | $900 | Sell |
5
-47
| -90% | -$8.46K | ﹤0.01% | 1551 |
|
|
2023
Q3 | $8.29K | Sell |
52
-96
| -65% | -$15.3K | ﹤0.01% | 1200 |
|
|
2023
Q2 | $24.5K | Buy |
148
+13
| +10% | +$2.15K | ﹤0.01% | 970 |
|
|
2023
Q1 | $21.1K | Buy |
+135
| New | +$21.1K | ﹤0.01% | 943 |
|