Verdence Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $358K | Buy |
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|
2025
Q2 | $314K | Sell |
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|
2025
Q1 | $490K | Sell |
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|
2024
Q4 | $528K | Sell |
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|
2024
Q3 | $546K | Buy |
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|
2024
Q2 | $487K | Hold |
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|
2024
Q1 | $511K | Buy |
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|
2023
Q4 | $479K | Buy |
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|
2023
Q3 | $413K | Buy |
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|
2023
Q2 | $408K | Sell |
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|
2023
Q1 | $706K | Sell |
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|
2022
Q4 | $864K | Buy |
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|
2022
Q3 | $350K | Buy |
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|
2022
Q2 | $364K | Buy |
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|
2022
Q1 | $426K | Buy |
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|
2021
Q4 | $433K | Sell |
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|
2021
Q3 | $412K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $315K | Buy |
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