Tennessee Valley Asset Management Partners’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 | $560K | Buy |
2,872
+69
| +2% | +$13.5K | 0.14% | 47 |
|
2025
Q1 | $522K | Hold |
2,803
| – | – | 0.09% | 93 |
|
2024
Q4 | $555K | Sell |
2,803
-80
| -3% | -$15.9K | 0.09% | 86 |
|
2024
Q3 | $579K | Sell |
2,883
-3,189
| -53% | -$640K | 0.1% | 86 |
|
2024
Q2 | $1.11M | Buy |
+6,072
| New | +$1.11M | 0.21% | 61 |
|
2024
Q1 | – | Sell |
-286
| Closed | -$51.5K | – | 740 |
|
2023
Q4 | $51.5K | Buy |
+286
| New | +$51.5K | 0.01% | 232 |
|