Total Investment 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 | $167K | Sell |
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|
2025
Q1 | $320K | Buy |
|
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|
2024
Q4 | $341K | Buy |
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|
2024
Q3 | $345K | Sell |
|
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|
2024
Q2 | $319K | Buy |
|
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|
2024
Q1 | $329K | Sell |
|
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|
2023
Q4 | $321K | Hold |
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|
2023
Q3 | $285K | Sell |
|
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|
2023
Q2 | $339K | Buy |
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|
2023
Q1 | $326K | Sell |
|
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|
2022
Q4 | $330K | Sell |
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|
2022
Q3 | $1.85M | Sell |
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|
2022
Q2 | $46.2M | Buy |
|