Wedmont Private Capital’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 | $3.66M | Sell |
18,168
-111
| -0.6% | -$22.3K | 0.16% | 79 |
|
|
2025
Q1 | $3.13M | Buy |
18,279
+205
| +1% | +$35.1K | 0.16% | 79 |
|
|
2024
Q4 | $3.53M | Buy |
18,074
+325
| +2% | +$63.4K | 0.19% | 65 |
|
|
2024
Q3 | $3.52M | Buy |
17,749
+1,845
| +12% | +$365K | 0.2% | 65 |
|
|
2024
Q2 | $3.01M | Buy |
15,904
+102
| +0.6% | +$19.3K | 0.19% | 71 |
|
|
2024
Q1 | $2.99M | Sell |
15,802
-99
| -0.6% | -$18.7K | 0.22% | 64 |
|
|
2023
Q4 | $2.83M | Sell |
15,901
-199
| -1% | -$35.4K | 0.23% | 63 |
|
|
2023
Q3 | $2.53M | Buy |
16,100
+2,223
| +16% | +$350K | 0.26% | 63 |
|
|
2023
Q2 | $2.34M | Buy |
13,877
+889
| +7% | +$150K | 0.25% | 64 |
|
|
2023
Q1 | $2.03M | Sell |
12,988
-471
| -3% | -$73.8K | 0.27% | 61 |
|
|
2022
Q4 | $2.19M | Buy |
13,459
+2,307
| +21% | +$376K | 0.33% | 50 |
|
|
2022
Q3 | $1.6M | Buy |
11,152
+897
| +9% | +$129K | 0.32% | 50 |
|
|
2022
Q2 | $1.54M | Buy |
10,255
+39
| +0.4% | +$5.84K | 0.33% | 47 |
|
|
2022
Q1 | $1.8M | Buy |
10,216
+998
| +11% | +$176K | 0.4% | 42 |
|
|
2021
Q4 | $1.67M | Buy |
+9,218
| New | +$1.67M | 0.51% | 37 |
|