Tradewinds Capital 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
$196 Hold
1
﹤0.01% 597
2025
Q1
$187 Hold
1
﹤0.01% 626
2024
Q4
$199 Hold
1
﹤0.01% 634
2024
Q3
$201 Buy
+1
New +$201 ﹤0.01% 588
2019
Q1
Sell
-24
Closed -$3K 653
2018
Q4
$3K Buy
+24
New +$3K ﹤0.01% 531
2017
Q1
Sell
-136
Closed -$16K 731
2016
Q4
$16K Buy
+136
New +$16K 0.01% 322
2015
Q3
Sell
-35
Closed -$4K 717
2015
Q2
$4K Hold
35
﹤0.01% 507
2015
Q1
$4K Buy
+35
New +$4K ﹤0.01% 473
2014
Q2
Sell
-183
Closed -$18K 646
2014
Q1
$18K Hold
183
0.01% 324
2013
Q4
$18K Buy
+183
New +$18K 0.01% 310