Western Wealth 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
Q3 | $661K | Buy |
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|
2025
Q2 | $613K | Sell |
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|
2025
Q1 | $589K | Buy |
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|
2024
Q4 | $612K | Sell |
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|
2024
Q3 | $636K | Sell |
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|
2024
Q2 | $592K | Buy |
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|
2024
Q1 | $572K | Sell |
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|
2023
Q4 | $546K | Buy |
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|
2023
Q3 | $465K | Buy |
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|
2023
Q2 | $449K | Sell |
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|
2023
Q1 | $452K | Sell |
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|
2022
Q4 | $457K | Sell |
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|
2022
Q3 | $839K | Buy |
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|
2022
Q2 | $876K | Sell |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $576K | Buy |
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|
2021
Q2 | $674K | Buy |
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|
2021
Q1 | $623K | Buy |
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|
2020
Q4 | $517K | Buy |
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|
2020
Q3 | $394K | Sell |
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|
2020
Q2 | $501K | Sell |
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|
2020
Q1 | $508K | Buy |
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|
2019
Q4 | $763K | Buy |
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|
2019
Q3 | $713K | Sell |
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|
2019
Q2 | $919K | Sell |
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|
2019
Q1 | $914K | Sell |
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|
2018
Q4 | $987K | Buy |
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