Willow Creek 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 | $340K | Buy |
|
|||||
|
2025
Q2 | $295K | Buy |
|
|||||
|
2025
Q1 | $276K | Hold |
|
|||||
|
2024
Q4 | $294K | Hold |
|
|||||
|
2024
Q3 | $297K | Hold |
|
|||||
|
2024
Q2 | $270K | Hold |
|
|||||
|
2024
Q1 | $284K | Hold |
|
|||||
|
2023
Q4 | $267K | Sell |
|
|||||
|
2023
Q3 | $238K | Sell |
|
|||||
|
2023
Q2 | $250K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $291K | Buy |
|
|||||
|
2019
Q2 | $293K | Buy |
|
|||||
|
2019
Q1 | $289K | Buy |
|
|||||
|
2018
Q4 | $255K | Buy |
|
|||||
|
2018
Q3 | $310K | Buy |
|
|||||
|
2018
Q2 | $302K | Buy |
|
|||||
|
2018
Q1 | $286K | Buy |
|