Twin Focus Capital Partners’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
Q3 | $576K | Buy |
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|
2025
Q2 | $416K | Buy |
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|
2025
Q1 | $373K | Buy |
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|
2024
Q4 | $367K | Hold |
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|
2024
Q3 | $371K | Hold |
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|
2024
Q2 | $338K | Hold |
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|
2024
Q1 | $355K | Hold |
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|
2023
Q4 | $333K | Hold |
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|
2023
Q3 | $295K | Hold |
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|
2023
Q2 | $306K | Hold |
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|
2023
Q1 | $294K | Hold |
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|
2022
Q4 | $294K | Sell |
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|
2022
Q3 | $267K | Hold |
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|
2022
Q2 | $279K | Hold |
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|
2022
Q1 | $328K | Hold |
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|
2021
Q4 | $333K | Buy |
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|
2021
Q3 | $313K | Hold |
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|
2021
Q2 | $321K | Hold |
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|
2021
Q1 | $306K | Hold |
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|
2020
Q4 | $263K | Hold |
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|
2020
Q3 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $255K | Buy |
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|
2019
Q3 | $238K | Hold |
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|
2019
Q2 | $241K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $211K | Sell |
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|
2018
Q3 | $525K | Hold |
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|
2018
Q2 | $512K | Buy |
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|
2018
Q1 | $248K | Hold |
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|
2017
Q4 | $255K | Buy |
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|
2017
Q3 | $220K | Hold |
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|
2017
Q2 | $211K | Buy |
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