Team Hewins’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 | $310K | Hold |
1,580
| – | – | 0.11% | 26 |
|
|
2025
Q1 | $294K | Sell |
1,580
-655
| -29% | -$122K | 0.11% | 25 |
|
|
2024
Q4 | $443K | Buy |
2,235
+336
| +18% | +$66.6K | 0.17% | 20 |
|
|
2024
Q3 | $381K | Hold |
1,899
| – | – | 0.15% | 23 |
|
|
2024
Q2 | $349K | Hold |
1,899
| – | – | 0.14% | 20 |
|
|
2024
Q1 | $364K | Sell |
1,899
-372
| -16% | -$71.4K | 0.15% | 18 |
|
|
2023
Q4 | $409K | Buy |
+2,271
| New | +$409K | 0.18% | 18 |
|
|
2023
Q3 | – | Sell |
-2,271
| Closed | -$376K | – | 45 |
|
|
2023
Q2 | $376K | Hold |
2,271
| – | – | 0.18% | 18 |
|
|
2023
Q1 | $361K | Hold |
2,271
| – | – | 0.19% | 17 |
|
|
2022
Q4 | $361K | Buy |
+2,271
| New | +$361K | 0.2% | 18 |
|