Valley Wealth Managers’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 | $18.3K | Hold |
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|
2025
Q2 | $17K | Sell |
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2025
Q1 | $17K | Hold |
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|
2024
Q4 | $18K | Hold |
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|
2024
Q3 | $18.2K | Buy |
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|
2024
Q2 | $16.4K | Hold |
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|
2024
Q1 | $17.3K | Hold |
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|
2023
Q4 | $16.1K | Buy |
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|
2023
Q3 | $14.3K | Hold |
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|
2023
Q2 | $14.7K | Sell |
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|
2023
Q1 | $14.7K | Buy |
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|
2022
Q4 | $14.7K | Hold |
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|
2022
Q3 | $13K | Hold |
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|
2022
Q2 | $14K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $9K | Hold |
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|
2016
Q4 | $8K | Hold |
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|
2016
Q3 | $8K | Hold |
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|
2016
Q2 | $7K | Buy |
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