Tyche Wealth Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $838K | Buy |
4,295
+10
| +0.2% | +$1.95K | 0.17% | 95 |
|
|
2025
Q1 | $798K | Hold |
4,285
| – | – | 0.17% | 90 |
|
|
2024
Q4 | $849K | Hold |
4,285
| – | – | 0.18% | 94 |
|
|
2024
Q3 | $860K | Buy |
4,285
+1
| +0% | +$201 | 0.19% | 81 |
|
|
2024
Q2 | $782K | Hold |
4,284
| – | – | 0.19% | 84 |
|
|
2024
Q1 | $822K | Sell |
4,284
-962
| -18% | -$185K | 0.2% | 88 |
|
|
2023
Q4 | $944K | Buy |
+5,246
| New | +$944K | 0.23% | 81 |
|