Weik Capital Management’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
Q2 | $585K | Hold |
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|
2025
Q1 | $559K | Buy |
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|
2024
Q4 | $347K | Hold |
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|
2024
Q3 | $351K | Hold |
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|
2024
Q2 | $319K | Hold |
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|
2024
Q1 | $336K | Hold |
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|
2023
Q4 | $315K | Hold |
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|
2023
Q3 | $279K | Hold |
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|
2023
Q2 | $289K | Sell |
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|
2023
Q1 | $318K | Buy |
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|
2022
Q4 | $286K | Buy |
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