Vannoy Advisory Group’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 | $886K | Sell |
4,546
-245
| -5% | -$47.8K | 0.61% | 19 |
|
2025
Q1 | $893K | Sell |
4,791
-139
| -3% | -$25.9K | 0.66% | 18 |
|
2024
Q4 | $977K | Sell |
4,930
-11
| -0.2% | -$2.18K | 0.73% | 18 |
|
2024
Q3 | $992K | Sell |
4,941
-309
| -6% | -$62K | 0.72% | 18 |
|
2024
Q2 | $958K | Sell |
5,250
-17
| -0.3% | -$3.1K | 0.74% | 17 |
|
2024
Q1 | $1.01M | Sell |
5,267
-48
| -0.9% | -$9.21K | 0.79% | 17 |
|
2023
Q4 | $957K | Buy |
+5,315
| New | +$957K | 0.79% | 17 |
|