Walter & Keenan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
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|
2025
Q1 | $496K | Sell |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $536K | Buy |
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|
2024
Q2 | $484K | Sell |
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|
2024
Q1 | $797K | Sell |
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|
2023
Q4 | $832K | Buy |
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|
2023
Q3 | $735K | Buy |
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|
2023
Q2 | $761K | Sell |
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|
2023
Q1 | $753K | Buy |
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|
2022
Q4 | $617K | Sell |
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|
2022
Q3 | $726K | Buy |
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|
2022
Q2 | $686K | Buy |
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|
2022
Q1 | $779K | Buy |
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|
2021
Q4 | $769K | Buy |
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|
2021
Q3 | $707K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $363K | Buy |
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