Wolf Group Capital Advisors’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
Q1 | $1.05M | Buy |
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|
2024
Q4 | $299K | Hold |
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|
2024
Q3 | $299K | Buy |
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|
2024
Q2 | $230K | Sell |
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|
2024
Q1 | $299K | Hold |
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|
2023
Q4 | $299K | Buy |
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|
2023
Q3 | $285K | Sell |
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|
2023
Q2 | $277K | Hold |
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|
2023
Q1 | $287K | Sell |
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|
2022
Q4 | $309K | Buy |
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|
2022
Q3 | $265K | Buy |
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|
2022
Q2 | $261K | Buy |
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|
2022
Q1 | $237K | Sell |
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|
2021
Q4 | $783K | Buy |
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|
2021
Q3 | $267K | Buy |
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|
2021
Q2 | $242K | Sell |
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|
2021
Q1 | $237K | Sell |
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|
2020
Q4 | $255K | Buy |
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