Burns Matteson Capital 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 | $998K | Buy |
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|
2025
Q2 | $932K | Sell |
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|
2025
Q1 | $895K | Buy |
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|
2024
Q4 | $951K | Sell |
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|
2024
Q3 | $964K | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.3M | Sell |
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|
2023
Q4 | $1.49M | Sell |
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|
2023
Q3 | $1.47M | Buy |
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|
2023
Q2 | $920K | Buy |
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|
2023
Q1 | $877K | Buy |
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|
2022
Q4 | $841K | Buy |
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|
2022
Q3 | $753K | Buy |
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|
2022
Q2 | $781K | Sell |
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|
2022
Q1 | $996K | Sell |
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|
2021
Q4 | $1.02M | Sell |
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|
2021
Q3 | $996K | Sell |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $980K | Buy |
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|
2020
Q4 | $831K | Buy |
|