Whitaker-Myers Wealth Managers’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 | $21M | Buy |
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|
2025
Q2 | $18.2M | Buy |
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|
2025
Q1 | $15.8M | Buy |
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|
2024
Q4 | $15.4M | Buy |
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|
2024
Q3 | $14.9M | Buy |
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|
2024
Q2 | $12.9M | Buy |
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|
2024
Q1 | $12.1M | Buy |
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|
2023
Q4 | $9.67M | Buy |
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|
2023
Q3 | $7.74M | Buy |
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|
2023
Q2 | $6.84M | Buy |
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|
2023
Q1 | $5.64M | Buy |
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|
2022
Q4 | $4.54M | Buy |
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