Taylor & Morgan Wealth Management’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 | $481K | Buy |
|
|||||
|
2025
Q2 | $449K | Hold |
|
|||||
|
2025
Q1 | $429K | Sell |
|
|||||
|
2024
Q4 | $465K | Sell |
|
|||||
|
2024
Q3 | $485K | Sell |
|
|||||
|
2024
Q2 | $507K | Sell |
|
|||||
|
2024
Q1 | $590K | Sell |
|
|||||
|
2023
Q4 | $608K | Buy |
|
|||||
|
2023
Q3 | $537K | Buy |
|
|||||
|
2023
Q2 | $556K | Sell |
|
|||||
|
2023
Q1 | $729K | Sell |
|
|||||
|
2022
Q4 | $777K | Sell |
|
|||||
|
2022
Q3 | $714K | Sell |
|
|||||
|
2022
Q2 | $1.01M | Sell |
|
|||||
|
2022
Q1 | $1.24M | Sell |
|
|||||
|
2021
Q4 | $1.33M | Buy |
|