Tyler-Stone Wealth Management’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
Q2 | $485K | Sell |
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|
2025
Q1 | $474K | Sell |
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|
2024
Q4 | $554K | Buy |
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|
2024
Q3 | $559K | Buy |
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|
2024
Q2 | $252K | Sell |
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|
2024
Q1 | $268K | Sell |
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|
2023
Q4 | $268K | Buy |
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|
2023
Q3 | $236K | Sell |
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|
2023
Q2 | $258K | Buy |
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|
2022
Q4 | $247K | Buy |
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|
2022
Q3 | $221K | Sell |
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|
2022
Q2 | $236K | Buy |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q4 | $258K | Buy |
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