TriaGen 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 | $4.23M | Buy |
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|
2025
Q2 | $3.65M | Sell |
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|
2025
Q1 | $3.52M | Sell |
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|
2024
Q4 | $3.86M | Buy |
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|
2024
Q3 | $3.87M | Buy |
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|
2024
Q2 | $3.38M | Buy |
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|
2024
Q1 | $3.44M | Buy |
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|
2023
Q4 | $2.71M | Buy |
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|
2023
Q3 | $2.34M | Buy |
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|
2023
Q2 | $2.28M | Buy |
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|
2023
Q1 | $2.11M | Buy |
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|
2022
Q4 | $2.07M | Buy |
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|
2022
Q3 | $1.82M | Buy |
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|
2022
Q2 | $699K | Buy |
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|
2022
Q1 | $476K | Buy |
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|
2021
Q4 | $383K | Sell |
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|
2021
Q3 | $369K | Buy |
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|
2021
Q2 | $372K | Buy |
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|
2021
Q1 | $348K | Buy |
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|
2020
Q4 | $258K | Buy |
|