Venturi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $210K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $370K | Hold |
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|
2024
Q3 | $375K | Buy |
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|
2024
Q2 | $36.2K | Hold |
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|
2024
Q1 | $38K | Sell |
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|
2023
Q4 | $35.8K | Buy |
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|
2023
Q3 | $31.4K | Hold |
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|
2023
Q2 | $32.6K | Hold |
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|
2023
Q1 | $31.3K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.39M | Buy |
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