Vawter Financial’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 | $223K | Sell |
1,146
-12,703
| -92% | -$2.48M | 2.52% | 21 |
|
|
2025
Q1 | $2.58M | Sell |
13,849
-208
| -1% | -$38.7K | 1.45% | 22 |
|
|
2024
Q4 | $2.79M | Sell |
14,057
-37
| -0.3% | -$7.33K | 1.67% | 18 |
|
|
2024
Q3 | $2.83M | Buy |
14,094
+554
| +4% | +$111K | 1.73% | 16 |
|
|
2024
Q2 | $2.47M | Buy |
13,540
+559
| +4% | +$102K | 1.7% | 16 |
|
|
2024
Q1 | $2.49M | Sell |
12,981
-952
| -7% | -$183K | 1.81% | 16 |
|
|
2023
Q4 | $2.51M | Buy |
13,933
+1,711
| +14% | +$308K | 1.96% | 16 |
|
|
2023
Q3 | $1.95M | Sell |
12,222
-2,069
| -14% | -$330K | 2.21% | 14 |
|
|
2023
Q2 | $2.36M | Sell |
14,291
-373
| -3% | -$61.7K | 2.04% | 15 |
|
|
2023
Q1 | $2.33M | Sell |
14,664
-72
| -0.5% | -$11.4K | 2.36% | 13 |
|
|
2022
Q4 | $2.34M | Buy |
+14,736
| New | +$2.34M | 2.73% | 12 |
|