TRUE Private Wealth Advisors’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
Q2 | $1.27M | Buy |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $2.45M | Buy |
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|
2024
Q3 | $2.44M | Buy |
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|
2024
Q2 | $806K | Sell |
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|
2024
Q1 | $868K | Buy |
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|
2023
Q4 | $674K | Sell |
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|
2023
Q3 | $891K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $436K | Buy |
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|
2018
Q2 | $303K | Buy |
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