Total Clarity 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 | $7.67M | Sell |
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|
2025
Q2 | $8.04M | Buy |
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|
2025
Q1 | $3.47M | Hold |
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|
2024
Q4 | $3.47M | Buy |
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|
2024
Q3 | $1.93M | Sell |
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|
2024
Q2 | $2.38M | Buy |
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|
2024
Q1 | $781K | Sell |
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|
2023
Q4 | $2.01M | Buy |
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|
2023
Q3 | $370K | Buy |
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|
2023
Q2 | $373K | Sell |
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|
2023
Q1 | $432K | Sell |
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|
2022
Q4 | $455K | Buy |
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|
2022
Q3 | $407K | Buy |
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|
2022
Q2 | $425K | Buy |
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|
2022
Q1 | $437K | Buy |
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