Traveka Wealth’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 | $14.9M | Buy |
76,382
+1,459
| +2% | +$285K | 7.89% | 1 |
|
|
2025
Q1 | $14M | Buy |
74,923
+1,760
| +2% | +$328K | 7.82% | 1 |
|
|
2024
Q4 | $14.5M | Buy |
73,163
+4,152
| +6% | +$823K | 8% | 1 |
|
|
2024
Q3 | $13.9M | Buy |
69,011
+6,985
| +11% | +$1.4M | 7.03% | 2 |
|
|
2024
Q2 | $11.3M | Buy |
62,026
+3,446
| +6% | +$629K | 5.53% | 4 |
|
|
2024
Q1 | $11.2M | Buy |
58,580
+6,601
| +13% | +$1.27M | 5.2% | 4 |
|
|
2023
Q4 | $9.35M | Buy |
+51,979
| New | +$9.35M | 4.71% | 4 |
|