Trifecta Capital Advisors’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 | $67.2K | Hold |
345
| – | – | 0.01% | 164 |
|
|
2025
Q1 | $64.2K | Buy |
+345
| New | +$64.2K | 0.01% | 130 |
|
|
2023
Q4 | – | Sell |
-488
| Closed | -$77.8K | – | 465 |
|
|
2023
Q3 | $77.8K | Buy |
488
+133
| +37% | +$21.2K | 0.03% | 112 |
|
|
2023
Q2 | $58.7K | Sell |
355
-161
| -31% | -$26.6K | 0.02% | 134 |
|
|
2023
Q1 | $81.9K | Buy |
516
+161
| +45% | +$25.6K | 0.03% | 118 |
|
|
2022
Q4 | $56.4K | Buy |
+355
| New | +$56.4K | 0.02% | 122 |
|