Willner & Heller’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 | $792K | Buy |
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|
2025
Q2 | $738K | Sell |
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|
2025
Q1 | $745K | Sell |
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|
2024
Q4 | $814K | Sell |
|
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|
2024
Q3 | $869K | Buy |
|
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|
2024
Q2 | $777K | Sell |
|
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|
2024
Q1 | $829K | Buy |
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|
2023
Q4 | $774K | Buy |
|
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|
2022
Q4 | $698K | Sell |
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|
2022
Q3 | $635K | Buy |
|
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|
2022
Q2 | $660K | Sell |
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|
2022
Q1 | $802K | Buy |
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|
2021
Q4 | $745K | Buy |
|