Unionview LLC’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
2024
Q4
$327K Buy
1,648
+6
+0.4% +$1.19K 0.24% 60
2024
Q3
$330K Buy
1,642
+20
+1% +$4.02K 0.26% 60
2024
Q2
$296K Hold
1,622
0.24% 62
2024
Q1
$311K Buy
1,622
+504
+45% +$96.7K 0.26% 60
2023
Q4
$201K Buy
+1,118
New +$201K 0.18% 83