Walkner Condon Financial Advisors’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 | $1.86M | Sell |
9,553
-2,700
| -22% | -$527K | 0.34% | 69 |
|
|
2025
Q1 | $2.28M | Sell |
12,253
-175
| -1% | -$32.6K | 0.46% | 55 |
|
|
2024
Q4 | $2.46M | Sell |
12,428
-750
| -6% | -$149K | 0.5% | 54 |
|
|
2024
Q3 | $2.65M | Sell |
13,178
-450
| -3% | -$90.4K | 0.54% | 47 |
|
|
2024
Q2 | $2.49M | Sell |
13,628
-180
| -1% | -$32.9K | 0.54% | 48 |
|
|
2024
Q1 | $2.65M | Sell |
13,808
-363
| -3% | -$69.7K | 0.56% | 48 |
|
|
2023
Q4 | $2.55M | Sell |
14,171
-271
| -2% | -$48.8K | 0.58% | 46 |
|
|
2023
Q3 | $2.3M | Buy |
14,442
+290
| +2% | +$46.3K | 0.61% | 43 |
|
|
2023
Q2 | $2.34M | Sell |
14,152
-473
| -3% | -$78.2K | 0.62% | 39 |
|
|
2023
Q1 | $2.32M | Buy |
14,625
+1,472
| +11% | +$234K | 0.65% | 38 |
|
|
2022
Q4 | $2.09M | Buy |
13,153
+4,280
| +48% | +$680K | 0.62% | 38 |
|
|
2022
Q3 | $1.27M | Buy |
8,873
+6,277
| +242% | +$900K | 0.41% | 59 |
|
|
2022
Q2 | $389K | Buy |
+2,596
| New | +$389K | 0.12% | 146 |
|