TFC Financial 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
Q2 | $241K | Sell |
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|
2025
Q1 | $261K | Buy |
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|
2024
Q4 | $277K | Buy |
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|
2024
Q3 | $281K | Buy |
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|
2024
Q2 | $254K | Sell |
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|
2024
Q1 | $271K | Buy |
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|
2023
Q4 | $254K | Buy |
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|
2023
Q3 | $225K | Sell |
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|
2023
Q2 | $363K | Buy |
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|
2023
Q1 | $348K | Buy |
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|
2022
Q4 | $347K | Buy |
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|
2022
Q3 | $313K | Sell |
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|
2022
Q2 | $368K | Hold |
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|
2022
Q1 | $432K | Hold |
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|
2021
Q4 | $439K | Sell |
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|
2021
Q3 | $567K | Hold |
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|
2021
Q2 | $582K | Buy |
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|
2021
Q1 | $522K | Buy |
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|
2020
Q4 | $444K | Buy |
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