WealthShield Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

WealthShield Partners’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.23M	Buy	16,566 +39	+0.2%	+$7.61K	0.39%	68
2025 Q1	$3.08M	Buy	16,527 +570	+4%	+$106K	0.4%	71
2024 Q4	$3.16M	Sell	15,957 -1,624	-9%	-$322K	0.45%	58
2024 Q3	$3.53M	Buy	17,581 +2,246	+15%	+$451K	0.48%	60
2024 Q2	$2.81M	Buy	15,335 +808	+6%	+$148K	0.43%	68
2024 Q1	$2.79M	Sell	14,527 -2,638	-15%	-$506K	0.45%	61
2023 Q4	$3.09M	Sell	17,165 -10,444	-38%	-$1.88M	0.51%	49
2023 Q3	$4.4M	Buy	27,609 +2,309	+9%	+$368K	0.66%	37
2023 Q2	$4.18M	Buy	25,300 +1,478	+6%	+$244K	0.63%	40
2023 Q1	$3.78M	Buy	23,822 +1,285	+6%	+$204K	0.61%	37
2022 Q4	$3.58M	Sell	22,537 -200	-0.9%	-$31.8K	0.69%	31
2022 Q3	$3.26M	Buy	22,737 +1,591	+8%	+$228K	0.65%	33
2022 Q2	$3.17M	Buy	21,146 +365	+2%	+$54.7K	0.63%	35
2022 Q1	$3.66M	Sell	20,781 -8,201	-28%	-$1.44M	0.59%	40
2021 Q4	$5.18M	Buy	28,982 +4,581	+19%	+$819K	0.86%	31
2021 Q3	$4.13M	Sell	24,401 -413	-2%	-$69.9K	1.11%	26
2021 Q2	$4.31M	Sell	24,814 -2,254	-8%	-$391K	0.68%	42
2021 Q1	$4.48M	Sell	27,068 -2,089	-7%	-$346K	0.81%	38
2020 Q4	$4.15M	Buy	29,157 +22,281	+324%	+$3.17M	0.77%	43
2020 Q3	$760K	Sell	6,876 -26	-0.4%	-$2.87K	0.27%	83
2020 Q2	$737K	Sell	6,902 -6,416	-48%	-$685K	0.34%	65
2020 Q1	$1.18M	Sell	13,318 -966	-7%	-$85.8K	0.72%	29
2019 Q4	$1.96M	Buy	14,284 +40	+0.3%	+$5.48K	0.95%	24
2019 Q3	$1.84M	Hold	14,244	–	–	0.97%	22
2019 Q2	$1.86M	Hold	14,244	–	–	1.08%	22
2019 Q1	$1.83M	Sell	14,244 -1,724	-11%	-$222K	1.02%	21
2018 Q4	$1.82M	Buy	15,968 +171	+1%	+$19.5K	1.24%	19
2018 Q3	$2.21M	Sell	15,797 -10	-0.1%	-$1.4K	1.26%	19
2018 Q2	$2.15M	Sell	15,807 -38	-0.2%	-$5.16K	1.31%	17
2018 Q1	$2.05M	Sell	15,845 -1,538	-9%	-$199K	1.3%	19
2017 Q4	$2.33M	Buy	+17,383	New	+$2.33M	1.42%	21