Tidemark’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 | $44.9K | Hold |
230
| – | – | 0.01% | 252 |
|
|
2025
Q1 | $42.8K | Hold |
230
| – | – | 0.02% | 265 |
|
|
2024
Q4 | $45.6K | Hold |
230
| – | – | 0.02% | 245 |
|
|
2024
Q3 | $46.2K | Hold |
230
| – | – | 0.02% | 245 |
|
|
2024
Q2 | $42K | Sell |
230
-236
| -51% | -$43.1K | 0.02% | 242 |
|
|
2024
Q1 | $89.4K | Sell |
466
-226
| -33% | -$43.4K | 0.05% | 180 |
|
|
2023
Q4 | $125K | Buy |
+692
| New | +$125K | 0.08% | 141 |
|