West 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 | $481K | Sell |
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|
2025
Q2 | $453K | Buy |
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|
2025
Q1 | $346K | Sell |
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|
2024
Q4 | $392K | Sell |
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|
2024
Q3 | $417K | Hold |
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|
2024
Q2 | $379K | Buy |
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|
2024
Q1 | $377K | Hold |
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|
2023
Q4 | $353K | Sell |
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|
2023
Q3 | $316K | Sell |
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|
2023
Q2 | $340K | Sell |
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|
2023
Q1 | $328K | Sell |
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|
2022
Q4 | $331K | Hold |
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|
2022
Q3 | $299K | Sell |
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|
2022
Q2 | $316K | Hold |
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|
2022
Q1 | $371K | Sell |
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|
2021
Q4 | $379K | Buy |
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|
2021
Q3 | $352K | Hold |
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|
2021
Q2 | $361K | Sell |
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|
2021
Q1 | $356K | Buy |
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|
2020
Q4 | $304K | Buy |
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