WealthCare Investment Partners’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 | $1.51M | Buy |
7,507
+7
| +0.1% | +$1.41K | 0.54% | 54 |
|
|
2025
Q1 | $1.27M | Sell |
7,500
-504
| -6% | -$85.6K | 0.54% | 55 |
|
|
2024
Q4 | $1.58M | Sell |
8,004
-432
| -5% | -$85.3K | 0.69% | 41 |
|
|
2024
Q3 | $1.67M | Sell |
8,436
-592
| -7% | -$117K | 0.73% | 38 |
|
|
2024
Q2 | $1.65M | Sell |
9,028
-1,736
| -16% | -$317K | 0.77% | 34 |
|
|
2024
Q1 | $2.07M | Sell |
10,764
-3,546
| -25% | -$680K | 1% | 32 |
|
|
2023
Q4 | $2.55M | Sell |
14,310
-3,048
| -18% | -$542K | 1.39% | 20 |
|
|
2023
Q3 | $2.72M | Sell |
17,358
-1,775
| -9% | -$279K | 1.66% | 15 |
|
|
2023
Q2 | $3.15M | Sell |
19,133
-527
| -3% | -$86.8K | 1.89% | 11 |
|
|
2023
Q1 | $3.12M | Sell |
19,660
-532
| -3% | -$84.5K | 1.89% | 12 |
|
|
2022
Q4 | $3.21M | Sell |
20,192
-1,550
| -7% | -$246K | 2.18% | 11 |
|
|
2022
Q3 | $3.12M | Buy |
21,742
+218
| +1% | +$31.3K | 2.58% | 7 |
|
|
2022
Q2 | $3.23M | Buy |
21,524
+919
| +4% | +$138K | 2.76% | 6 |
|
|
2022
Q1 | $3.59M | Buy |
20,605
+7,516
| +57% | +$1.31M | 3.19% | 5 |
|
|
2021
Q4 | $2.34M | Buy |
+13,089
| New | +$2.34M | 2.26% | 7 |
|