Wagner Wealth Management’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 | $98.3K | Buy |
504
+208
| +70% | +$40.6K | 0.02% | 139 |
|
|
2025
Q1 | $55.1K | Buy |
+296
| New | +$55.1K | 0.01% | 153 |
|
|
2021
Q2 | – | Sell |
-9
| Closed | -$1K | – | 723 |
|
|
2021
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 637 |
|
|
2018
Q3 | $140K | Hold |
1,005
| – | – | 0.09% | 159 |
|
|
2018
Q2 | $136K | Hold |
1,005
| – | – | 0.1% | 150 |
|
|
2018
Q1 | $130K | Hold |
1,005
| – | – | 0.1% | 143 |
|
|
2017
Q4 | $137K | Buy |
+1,005
| New | +$137K | 0.1% | 140 |
|