Cahill Financial 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
Q2 | $3.93M | Buy |
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|
2025
Q1 | $3.57M | Buy |
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|
2024
Q4 | $3.68M | Buy |
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|
2024
Q3 | $2.97M | Sell |
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|
2024
Q2 | $2.79M | Sell |
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|
2024
Q1 | $3.1M | Buy |
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|
2023
Q4 | $2.7M | Buy |
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|
2023
Q3 | $2.36M | Buy |
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|
2023
Q2 | $2.43M | Buy |
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|
2023
Q1 | $2.24M | Sell |
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|
2022
Q4 | $2.25M | Sell |
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|
2022
Q3 | $2.79M | Buy |
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|
2022
Q2 | $2.65M | Sell |
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|
2022
Q1 | $3.14M | Buy |
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|
2021
Q4 | $2.92M | Buy |
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|
2021
Q3 | $2.7M | Sell |
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|
2021
Q2 | $2.77M | Sell |
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|
2021
Q1 | $2.66M | Sell |
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|
2020
Q4 | $2.3M | Buy |
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|
2020
Q3 | $1.26M | Buy |
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|
2020
Q2 | $224K | Buy |
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