Total Clarity Wealth Management’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 | $8.04M | Buy |
41,251
+23,750
| +136% | +$4.63M | 2.3% | 3 |
|
|
2025
Q1 | $3.47M | Hold |
17,501
| – | – | 1.13% | 18 |
|
|
2024
Q4 | $3.47M | Buy |
17,501
+7,908
| +82% | +$1.57M | 1.13% | 18 |
|
|
2024
Q3 | $1.93M | Sell |
9,593
-3,467
| -27% | -$696K | 0.62% | 44 |
|
|
2024
Q2 | $2.38M | Buy |
13,060
+8,988
| +221% | +$1.64M | 0.83% | 36 |
|
|
2024
Q1 | $781K | Sell |
4,072
-7,085
| -64% | -$1.36M | 0.27% | 102 |
|
|
2023
Q4 | $2.01M | Buy |
11,157
+8,839
| +381% | +$1.59M | 0.82% | 32 |
|
|
2023
Q3 | $370K | Buy |
2,318
+62
| +3% | +$9.89K | 0.18% | 140 |
|
|
2023
Q2 | $373K | Sell |
2,256
-466
| -17% | -$77.1K | 0.19% | 134 |
|
|
2023
Q1 | $432K | Sell |
2,722
-145
| -5% | -$23K | 0.23% | 98 |
|
|
2022
Q4 | $455K | Buy |
2,867
+28
| +1% | +$4.45K | 0.23% | 107 |
|
|
2022
Q3 | $407K | Buy |
2,839
+4
| +0.1% | +$573 | 0.25% | 115 |
|
|
2022
Q2 | $425K | Buy |
2,835
+351
| +14% | +$52.6K | 0.22% | 110 |
|
|
2022
Q1 | $437K | Buy |
+2,484
| New | +$437K | 0.24% | 113 |
|