WP 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
Q3 | $2.49M | Sell |
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|
2025
Q2 | $2.49M | Sell |
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|
2025
Q1 | $2.4M | Buy |
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|
2024
Q4 | $2.55M | Buy |
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|
2024
Q3 | $2.57M | Sell |
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|
2024
Q2 | $2.37M | Sell |
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|
2024
Q1 | $2.58M | Buy |
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|
2023
Q4 | $2.41M | Sell |
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|
2023
Q3 | $2.17M | Sell |
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|
2023
Q2 | $2.27M | Buy |
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|
2023
Q1 | $2.17M | Sell |
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|
2022
Q4 | $2.41M | Sell |
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|
2022
Q3 | $2.21M | Buy |
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|
2022
Q2 | $2.29M | Buy |
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|
2022
Q1 | $2.67M | Sell |
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|
2021
Q4 | $2.94M | Sell |
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|
2021
Q3 | $2.8M | Buy |
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|
2021
Q2 | $2.87M | Buy |
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|
2021
Q1 | $2.67M | Buy |
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|
2020
Q4 | $886K | Buy |
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|
2020
Q3 | $316K | Buy |
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|
2020
Q2 | $280K | Buy |
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|
2020
Q1 | $211K | Buy |
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|
2019
Q4 | $324K | Buy |
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|
2019
Q3 | $303K | Buy |
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|
2019
Q2 | $289K | Buy |
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|
2019
Q1 | $2.84K | Hold |
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|
2018
Q4 | $252K | Buy |
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|
2018
Q3 | $296K | Sell |
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|
2018
Q2 | $296K | Buy |
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|
2018
Q1 | $262K | Buy |
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|
2017
Q4 | $268K | Buy |
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|
2017
Q3 | $229K | Buy |
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|
2017
Q2 | $215K | Buy |
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