Wealthcare Advisory Partners’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 | $4.08M | Buy |
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|
2025
Q2 | $3.79M | Sell |
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|
2025
Q1 | $5.57M | Sell |
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|
2024
Q4 | $6.68M | Buy |
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|
2024
Q3 | $6.47M | Buy |
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|
2024
Q2 | $3.11M | Sell |
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|
2024
Q1 | $3.47M | Buy |
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|
2023
Q4 | $1.76M | Buy |
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|
2023
Q3 | $1.18M | Buy |
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|
2023
Q2 | $1.17M | Sell |
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|
2023
Q1 | $1.32M | Buy |
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|
2022
Q4 | $1.15M | Sell |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $662K | Buy |
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|
2022
Q1 | $734K | Sell |
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|
2021
Q4 | $946K | Buy |
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|
2021
Q3 | $786K | Buy |
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|
2021
Q2 | $740K | Buy |
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|
2021
Q1 | $683K | Buy |
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|
2020
Q4 | $520K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $120K | Buy |
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|
2019
Q4 | $134K | Buy |
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|
2019
Q3 | $89K | Buy |
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|
2019
Q2 | $90K | Buy |
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|
2019
Q1 | $58K | Sell |
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|
2018
Q4 | $57K | Sell |
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|
2018
Q3 | $108K | Hold |
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|
2018
Q2 | $105K | Buy |
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|
2018
Q1 | $11K | Sell |
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|
2017
Q4 | $55K | Buy |
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|
2017
Q3 | $11K | Buy |
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