TruWealth 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
Q4 | $255K | Sell |
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|
2025
Q3 | $265K | Hold |
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|
2025
Q2 | $247K | Hold |
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|
2025
Q1 | $236K | Sell |
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|
2024
Q4 | $273K | Buy |
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|
2024
Q3 | $277K | Hold |
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|
2024
Q2 | $252K | Sell |
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|
2024
Q1 | $267K | Buy |
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|
2023
Q4 | $248K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.85M | Buy |
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|
2021
Q3 | $2.63M | Buy |
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|
2021
Q2 | $2.42M | Buy |
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