Woodard & Company Asset Management Group’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
Q2 | $211K | Sell |
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|
2025
Q1 | $220K | Sell |
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|
2024
Q4 | $254K | Sell |
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|
2024
Q3 | $261K | Hold |
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|
2024
Q2 | $237K | Sell |
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|
2024
Q1 | $259K | Hold |
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|
2023
Q4 | $243K | Hold |
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|
2023
Q3 | $215K | Hold |
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|
2023
Q2 | $223K | Hold |
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|
2023
Q1 | $214K | Hold |
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|
2022
Q4 | $214K | Sell |
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|
2022
Q3 | $231K | Buy |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $238K | Hold |
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|
2021
Q4 | $241K | Sell |
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|
2021
Q3 | $262K | Sell |
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|
2021
Q2 | $634K | Buy |
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|
2021
Q1 | $273K | Sell |
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|
2020
Q4 | $249K | Hold |
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|
2020
Q3 | $194K | Hold |
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|
2020
Q2 | $187K | Sell |
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|
2020
Q1 | $258K | Sell |
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|
2019
Q4 | $400K | Buy |
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|
2019
Q3 | $374K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $13.3M | Sell |
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|
2018
Q2 | $13M | Sell |
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|
2018
Q1 | $12.4M | Buy |
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|
2017
Q4 | $12.7M | Buy |
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