TW
TritonPoint Wealth’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Sell |
10,560
-14
| -0.1% | -$2.74K | 0.19% | 114 |
|
|
2025
Q1 | $1.97M | Sell |
10,574
-1,601
| -13% | -$298K | 0.19% | 115 |
|
|
2024
Q4 | $2.41M | Buy |
12,175
+17
| +0.1% | +$3.37K | 0.22% | 106 |
|
|
2024
Q3 | $2.44M | Sell |
12,158
-1,582
| -12% | -$317K | 0.22% | 104 |
|
|
2024
Q2 | $2.52M | Sell |
13,740
-926
| -6% | -$170K | 0.24% | 95 |
|
|
2024
Q1 | $3.46M | Sell |
14,666
-4,577
| -24% | -$1.08M | 0.36% | 72 |
|
|
2023
Q4 | $3.46M | Buy |
+19,243
| New | +$3.46M | 0.34% | 78 |
|