U.S. Capital Wealth 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
Q3 | $654K | Sell |
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|
2025
Q2 | $778K | Sell |
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|
2025
Q1 | $786K | Buy |
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|
2024
Q4 | $832K | Buy |
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|
2024
Q3 | $720K | Sell |
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|
2024
Q2 | $833K | Sell |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $998K | Sell |
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|
2023
Q3 | $913K | Buy |
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|
2023
Q2 | $895K | Sell |
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|
2023
Q1 | $947K | Sell |
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|
2022
Q4 | $1.36M | Buy |
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|
2022
Q3 | $1.17M | Sell |
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|
2022
Q2 | $1.23M | Buy |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q4 | $720K | Sell |
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|
2021
Q3 | $686K | Buy |
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