TCM
TruNorth Capital Management’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 | $1.05M | Hold |
5,382
| – | – | 0.23% | 36 |
|
|
2025
Q1 | $1M | Hold |
5,382
| – | – | 0.25% | 36 |
|
|
2024
Q4 | $1.07M | Sell |
5,382
-21
| -0.4% | -$4.16K | 0.29% | 30 |
|
|
2024
Q3 | $1.08M | Hold |
5,403
| – | – | 0.32% | 31 |
|
|
2024
Q2 | $986K | Buy |
5,403
+4,080
| +308% | +$745K | 0.32% | 34 |
|
|
2024
Q1 | $254K | Buy |
+1,323
| New | +$254K | 0.09% | 51 |
|