Weitzel Financial Services’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 | $1.2M | Buy |
6,059
+380
| +7% | +$75.2K | 0.51% | 21 |
|
|
2025
Q1 | $1.01M | Buy |
5,679
+647
| +13% | +$115K | 0.48% | 21 |
|
|
2024
Q4 | $1.01M | Buy |
5,032
+295
| +6% | +$59K | 0.47% | 22 |
|
|
2024
Q3 | $941K | Buy |
4,737
+177
| +4% | +$35.2K | 0.44% | 22 |
|
|
2024
Q2 | $823K | Buy |
4,560
+65
| +1% | +$11.7K | 0.41% | 22 |
|
|
2024
Q1 | $855K | Sell |
4,495
-4,110
| -48% | -$782K | 0.43% | 22 |
|
|
2023
Q4 | $1.55M | Buy |
8,605
+387
| +5% | +$69.9K | 0.83% | 22 |
|
|
2023
Q3 | $1.27M | Buy |
8,218
+1,625
| +25% | +$252K | 0.74% | 22 |
|
|
2023
Q2 | $1.09M | Buy |
6,593
+128
| +2% | +$21.2K | 0.62% | 22 |
|
|
2023
Q1 | $1.03M | Buy |
6,465
+814
| +14% | +$129K | 0.62% | 21 |
|
|
2022
Q4 | $897K | Buy |
5,651
+480
| +9% | +$76.2K | 0.57% | 21 |
|
|
2022
Q3 | $742K | Buy |
+5,171
| New | +$742K | 0.52% | 21 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 36 |
|