WAG
Windsor Advisory Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Hold |
2,720
| – | – | 0.75% | 23 |
|
|
2025
Q1 | $507K | Hold |
2,720
| – | – | 0.66% | 24 |
|
|
2024
Q4 | $539K | Hold |
2,720
| – | – | 0.63% | 32 |
|
|
2024
Q3 | $546K | Hold |
2,720
| – | – | 0.62% | 32 |
|
|
2024
Q2 | $496K | Hold |
2,720
| – | – | 1% | 19 |
|
|
2024
Q1 | $522K | Hold |
2,720
| – | – | 1.47% | 19 |
|
|
2023
Q4 | $490K | Hold |
2,720
| – | – | 1.46% | 21 |
|
|
2023
Q3 | $434K | Hold |
2,720
| – | – | 1.03% | 24 |
|
|
2023
Q2 | $450K | Hold |
2,720
| – | – | 1.11% | 24 |
|
|
2023
Q1 | $432K | Hold |
2,720
| – | – | 1.03% | 25 |
|
|
2022
Q4 | $432K | Buy |
+2,720
| New | +$432K | 1.15% | 24 |
|