Visionary Wealth 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 | $1.06M | Sell |
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|
2025
Q2 | $999K | Buy |
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|
2025
Q1 | $685K | Buy |
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|
2024
Q4 | $729K | Sell |
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|
2024
Q3 | $753K | Sell |
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|
2024
Q2 | $686K | Sell |
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|
2024
Q1 | $761K | Sell |
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|
2023
Q4 | $741K | Sell |
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|
2023
Q3 | $4.96M | Sell |
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|
2023
Q2 | $6M | Sell |
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|
2023
Q1 | $6.44M | Sell |
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|
2022
Q4 | $7.57M | Buy |
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|
2022
Q3 | $397K | Sell |
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|
2022
Q2 | $430K | Sell |
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|
2022
Q1 | $532K | Sell |
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|
2021
Q4 | $1.99M | Buy |
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|
2021
Q3 | $1.81M | Sell |
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|
2021
Q2 | $1.97M | Sell |
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|
2021
Q1 | $8.17M | Buy |
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|
2020
Q4 | $6.39M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $415K | Buy |
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