Wrenne Financial Planning’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.5M | Buy |
43,596
+15,246
| +54% | +$2.97M | 3.98% | 10 |
|
|
2025
Q1 | $5.28M | Buy |
28,350
+2,249
| +9% | +$419K | 2.81% | 11 |
|
|
2024
Q4 | $5.17M | Sell |
26,101
-63
| -0.2% | -$12.5K | 2.94% | 11 |
|
|
2024
Q3 | $5.25M | Buy |
26,164
+382
| +1% | +$76.7K | 3.13% | 10 |
|
|
2024
Q2 | $4.71M | Buy |
25,782
+375
| +1% | +$68.4K | 3.24% | 10 |
|
|
2024
Q1 | $4.88M | Buy |
25,407
+630
| +3% | +$121K | 3.6% | 11 |
|
|
2023
Q4 | $4.46M | Buy |
+24,777
| New | +$4.46M | 3.8% | 10 |
|