Wells Financial 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 | $261K | Hold |
|
|||||
|
2025
Q2 | $244K | Sell |
|
|||||
|
2025
Q1 | $252K | Hold |
|
|||||
|
2024
Q4 | $268K | Sell |
|
|||||
|
2024
Q3 | $278K | Sell |
|
|||||
|
2024
Q2 | $255K | Sell |
|
|||||
|
2024
Q1 | $338K | Hold |
|
|||||
|
2023
Q4 | $317K | Hold |
|
|||||
|
2023
Q3 | $281K | Hold |
|
|||||
|
2023
Q2 | $292K | Hold |
|
|||||
|
2023
Q1 | $280K | Hold |
|
|||||
|
2022
Q4 | $280K | Sell |
|
|||||
|
2022
Q3 | $296K | Buy |
|
|||||
|
2022
Q2 | $309K | Sell |
|
|||||
|
2022
Q1 | $363K | Sell |
|
|||||
|
2021
Q4 | $414K | Buy |
|
|||||
|
2021
Q3 | $296K | Sell |
|
|||||
|
2021
Q2 | $304K | Sell |
|
|||||
|
2021
Q1 | $502K | Buy |
|
|||||
|
2020
Q4 | $292K | Buy |
|