Wealth Group’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 | – | Sell |
-1,645
| Closed | -$306K | – | 155 |
|
|
2025
Q1 | $306K | Buy |
1,645
+208
| +14% | +$38.7K | 0.2% | 108 |
|
|
2024
Q4 | $285K | Buy |
1,437
+192
| +15% | +$38.1K | 0.18% | 127 |
|
|
2024
Q3 | $250K | Buy |
+1,245
| New | +$250K | 0.17% | 127 |
|
|
2024
Q2 | – | Sell |
-1,084
| Closed | -$208K | – | 154 |
|
|
2024
Q1 | $208K | Buy |
+1,084
| New | +$208K | 0.16% | 142 |
|