Wealthstream Advisors’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 | $646K | Hold |
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|
2025
Q2 | $603K | Hold |
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|
2025
Q1 | $576K | Buy |
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|
2024
Q4 | $611K | Buy |
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|
2024
Q3 | $618K | Buy |
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|
2024
Q2 | $559K | Sell |
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|
2024
Q1 | $599K | Buy |
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|
2023
Q4 | $550K | Buy |
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|
2023
Q3 | $487K | Sell |
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|
2023
Q2 | $515K | Buy |
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|
2023
Q1 | $493K | Buy |
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|
2022
Q4 | $492K | Sell |
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|
2022
Q3 | $453K | Buy |
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|
2022
Q2 | $466K | Buy |
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|
2022
Q1 | $546K | Buy |
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|
2021
Q4 | $554K | Buy |
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