Vantage Financial Partners (Wisconsin)’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 | $400K | Sell |
2,052
-104
| -5% | -$20.3K | 0.09% | 127 |
|
|
2025
Q1 | $402K | Sell |
2,156
-1,094
| -34% | -$204K | 0.1% | 115 |
|
|
2024
Q4 | $644K | Sell |
3,250
-982
| -23% | -$195K | 0.16% | 84 |
|
|
2024
Q3 | $850K | Sell |
4,232
-602
| -12% | -$121K | 0.21% | 67 |
|
|
2024
Q2 | $882K | Sell |
4,834
-1,603
| -25% | -$293K | 0.23% | 47 |
|
|
2024
Q1 | $1.24M | Buy |
6,437
+75
| +1% | +$14.4K | 0.33% | 37 |
|
|
2023
Q4 | $1.14M | Buy |
+6,362
| New | +$1.14M | 0.34% | 37 |
|