Baldwin Investment Management’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 | $989K | Sell |
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|
2025
Q2 | $965K | Sell |
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|
2025
Q1 | $948K | Sell |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $1.27M | Sell |
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|
2024
Q2 | $1.19M | Sell |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $542K | Buy |
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|
2023
Q3 | $447K | Buy |
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|
2023
Q2 | $449K | Buy |
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|
2023
Q1 | $429K | Sell |
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|
2022
Q4 | $478K | Sell |
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|
2022
Q3 | $445 | Sell |
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|
2022
Q2 | $846 | Buy |
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|
2022
Q1 | $969 | Buy |
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|
2021
Q4 | $812 | Buy |
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|
2021
Q3 | $712K | Buy |
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|
2021
Q2 | $729K | Buy |
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|
2021
Q1 | $692K | Buy |
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|
2020
Q4 | $311K | Buy |
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|
2020
Q3 | $241K | Buy |
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|
2020
Q2 | $233K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $305K | Sell |
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|
2019
Q3 | $300K | Hold |
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|
2019
Q2 | $304K | Buy |
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|
2019
Q1 | $298K | Buy |
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|
2018
Q4 | $253K | Hold |
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|
2018
Q3 | $309K | Hold |
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|
2018
Q2 | $301K | Buy |
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