Windward Private 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 | $1.86M | Sell |
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|
2025
Q2 | $1.74M | Sell |
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|
2025
Q1 | $1.67M | Sell |
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|
2024
Q4 | $1.88M | Sell |
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|
2024
Q3 | $1.95M | Buy |
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|
2024
Q2 | $1.76M | Sell |
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|
2024
Q1 | $1.91M | Sell |
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|
2023
Q4 | $2.11M | Sell |
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|
2023
Q3 | $2.6M | Buy |
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|
2023
Q2 | $2.68M | Sell |
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|
2023
Q1 | $2.66M | Sell |
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|
2022
Q4 | $2.87M | Sell |
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|
2022
Q3 | $2.88M | Sell |
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|
2022
Q2 | $3.12M | Sell |
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|
2022
Q1 | $3.82M | Sell |
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|
2021
Q4 | $4.24M | Sell |
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|
2021
Q3 | $4.26M | Sell |
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|
2021
Q2 | $5.36M | Sell |
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|
2021
Q1 | $5.93M | Sell |
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|
2020
Q4 | $6.86M | Buy |
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