Appleton Partners’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 | $326K | Hold |
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|
2025
Q2 | $305K | Sell |
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|
2025
Q1 | $303K | Sell |
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|
2024
Q4 | $359K | Sell |
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|
2024
Q3 | $364K | Sell |
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|
2024
Q2 | $332K | Sell |
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|
2024
Q1 | $370K | Sell |
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|
2023
Q4 | $365K | Sell |
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|
2023
Q3 | $326K | Buy |
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|
2023
Q2 | $314K | Hold |
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|
2023
Q1 | $301K | Hold |
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|
2022
Q4 | $302K | Hold |
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|
2022
Q3 | $272K | Sell |
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|
2022
Q2 | $287K | Sell |
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|
2022
Q1 | $337K | Hold |
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|
2021
Q4 | $343K | Hold |
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|
2021
Q3 | $324K | Buy |
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|
2021
Q2 | $306K | Sell |
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|
2021
Q1 | $304K | Buy |
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|
2020
Q4 | $260K | Sell |
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|
2020
Q3 | $267K | Buy |
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|
2020
Q2 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $292K | Sell |
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|
2019
Q3 | $277K | Buy |
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|
2019
Q2 | $281K | Sell |
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|
2019
Q1 | $280K | Sell |
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|
2018
Q4 | $456K | Buy |
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|
2018
Q3 | $251K | Sell |
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|
2018
Q2 | $272K | Buy |
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|
2018
Q1 | $217K | Hold |
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|
2017
Q4 | $222K | Hold |
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|
2017
Q3 | $214K | Sell |
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|
2017
Q2 | $298K | Hold |
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|
2017
Q1 | $298K | Buy |
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