Tyler-Stone Wealth Management’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 | $485K | Sell |
2,485
-60
| -2% | -$11.7K | 0.08% | 199 |
|
|
2025
Q1 | $474K | Sell |
2,545
-250
| -9% | -$46.6K | 0.09% | 191 |
|
|
2024
Q4 | $554K | Buy |
2,795
+11
| +0.4% | +$2.18K | 0.1% | 180 |
|
|
2024
Q3 | $559K | Buy |
2,784
+1,403
| +102% | +$282K | 0.11% | 174 |
|
|
2024
Q2 | $252K | Sell |
1,381
-13
| -0.9% | -$2.37K | 0.1% | 170 |
|
|
2024
Q1 | $268K | Sell |
1,394
-95
| -6% | -$18.2K | 0.12% | 156 |
|
|
2023
Q4 | $268K | Buy |
1,489
+7
| +0.5% | +$1.26K | 0.13% | 149 |
|
|
2023
Q3 | $236K | Sell |
1,482
-81
| -5% | -$12.9K | 0.13% | 141 |
|
|
2023
Q2 | $258K | Buy |
+1,563
| New | +$258K | 0.15% | 131 |
|
|
2022
Q4 | $247K | Buy |
1,553
+9
| +0.6% | +$1.43K | 0.17% | 127 |
|
|
2022
Q3 | $221K | Sell |
1,544
-29
| -2% | -$4.15K | 0.17% | 122 |
|
|
2022
Q2 | $236K | Buy |
1,573
+95
| +6% | +$14.3K | 0.16% | 131 |
|
|
2022
Q1 | $260K | Buy |
1,478
+33
| +2% | +$5.81K | 0.14% | 143 |
|
|
2021
Q4 | $258K | Buy |
+1,445
| New | +$258K | 0.14% | 156 |
|