Vance Wealth’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 | $1.73M | Sell |
8,896
-918
| -9% | -$179K | 0.59% | 40 |
|
|
2025
Q1 | $1.83M | Sell |
9,814
-983
| -9% | -$183K | 0.69% | 37 |
|
|
2024
Q4 | $2.14M | Sell |
10,797
-750
| -6% | -$149K | 0.83% | 31 |
|
|
2024
Q3 | $2.32M | Sell |
11,547
-633
| -5% | -$127K | 0.88% | 31 |
|
|
2024
Q2 | $2.22M | Sell |
12,180
-295
| -2% | -$53.8K | 0.91% | 29 |
|
|
2024
Q1 | $2.39M | Buy |
12,475
+291
| +2% | +$55.8K | 0.95% | 29 |
|
|
2023
Q4 | $2.19M | Buy |
12,184
+1,410
| +13% | +$254K | 0.95% | 29 |
|
|
2023
Q3 | $1.72M | Buy |
10,774
+746
| +7% | +$119K | 0.8% | 29 |
|
|
2023
Q2 | $1.66M | Buy |
10,028
+4,350
| +77% | +$719K | 0.76% | 31 |
|
|
2023
Q1 | $901K | Buy |
5,678
+1,975
| +53% | +$314K | 0.48% | 36 |
|
|
2022
Q4 | $588K | Buy |
+3,703
| New | +$588K | 0.37% | 35 |
|