Westside Investment Management’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 | $18.9K | Hold |
97
| – | – | ﹤0.01% | 700 |
|
|
2025
Q1 | $18.1K | Buy |
97
+88
| +978% | +$16.4K | ﹤0.01% | 588 |
|
|
2024
Q4 | $1.78K | Buy |
+9
| New | +$1.78K | ﹤0.01% | 909 |
|
|
2024
Q2 | – | Sell |
-14
| Closed | -$2.69K | – | 1006 |
|
|
2024
Q1 | $2.69K | Hold |
14
| – | – | ﹤0.01% | 801 |
|
|
2023
Q4 | $2.52K | Buy |
+14
| New | +$2.52K | ﹤0.01% | 778 |
|
|
2019
Q2 | $24 | Buy |
+188
| New | +$24 | ﹤0.01% | 378 |
|