Wealthfront Advisers’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 | $6.66M | Buy |
34,150
+2,897
| +9% | +$565K | 0.02% | 310 |
|
|
2025
Q1 | $5.82M | Buy |
31,253
+2,222
| +8% | +$414K | 0.02% | 324 |
|
|
2024
Q4 | $5.75M | Buy |
29,031
+716
| +3% | +$142K | 0.02% | 296 |
|
|
2024
Q3 | $5.69M | Buy |
28,315
+5,448
| +24% | +$1.09M | 0.02% | 275 |
|
|
2024
Q2 | $4.17M | Buy |
22,867
+34
| +0.1% | +$6.21K | 0.01% | 316 |
|
|
2024
Q1 | $4.38M | Buy |
22,833
+3,078
| +16% | +$591K | 0.02% | 301 |
|
|
2023
Q4 | $3.56M | Buy |
19,755
+3,186
| +19% | +$573K | 0.01% | 321 |
|
|
2023
Q3 | $2.64M | Buy |
16,569
+595
| +4% | +$94.9K | 0.01% | 375 |
|
|
2023
Q2 | $2.64M | Buy |
15,974
+2,665
| +20% | +$441K | 0.01% | 362 |
|
|
2023
Q1 | $2.11M | Buy |
13,309
+3,461
| +35% | +$549K | 0.01% | 402 |
|
|
2022
Q4 | $1.56M | Buy |
9,848
+2,833
| +40% | +$450K | 0.01% | 454 |
|
|
2022
Q3 | $1.01M | Buy |
7,015
+254
| +4% | +$36.4K | 0.01% | 483 |
|
|
2022
Q2 | $1.01M | Buy |
6,761
+305
| +5% | +$45.7K | 0.01% | 486 |
|
|
2022
Q1 | $1.14M | Buy |
6,456
+3,698
| +134% | +$651K | 0.01% | 504 |
|
|
2021
Q4 | $493K | Buy |
2,758
+1,044
| +61% | +$187K | ﹤0.01% | 599 |
|
|
2021
Q3 | $290K | Buy |
+1,714
| New | +$290K | ﹤0.01% | 625 |
|
|
2019
Q1 | – | Sell |
-2,082
| Closed | -$237K | – | 490 |
|
|
2018
Q4 | $237K | Buy |
+2,082
| New | +$237K | ﹤0.01% | 420 |
|