Thrive 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 | $388K | Sell |
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|
2025
Q2 | $383K | Buy |
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|
2025
Q1 | $361K | Buy |
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|
2024
Q4 | $359K | Sell |
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|
2024
Q3 | $385K | Sell |
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|
2024
Q2 | $359K | Sell |
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|
2024
Q1 | $381K | Sell |
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|
2023
Q4 | $360K | Sell |
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|
2023
Q3 | $320K | Buy |
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|
2023
Q2 | $327K | Buy |
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|
2023
Q1 | $310K | Buy |
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|
2022
Q4 | $304K | Buy |
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|
2022
Q3 | $213K | Buy |
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|
2022
Q2 | $207K | Sell |
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|
2022
Q1 | $251K | Buy |
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|
2021
Q4 | $229K | Buy |
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