Cahill Financial Advisors’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 | $3.93M | Buy |
20,166
+978
| +5% | +$191K | 0.49% | 38 |
|
|
2025
Q1 | $3.57M | Buy |
19,188
+639
| +3% | +$119K | 0.49% | 38 |
|
|
2024
Q4 | $3.68M | Buy |
18,549
+3,773
| +26% | +$748K | 0.5% | 35 |
|
|
2024
Q3 | $2.97M | Sell |
14,776
-526
| -3% | -$106K | 0.41% | 43 |
|
|
2024
Q2 | $2.79M | Sell |
15,302
-832
| -5% | -$152K | 0.38% | 52 |
|
|
2024
Q1 | $3.1M | Buy |
16,134
+1,153
| +8% | +$221K | 0.42% | 48 |
|
|
2023
Q4 | $2.7M | Buy |
14,981
+192
| +1% | +$34.6K | 0.4% | 53 |
|
|
2023
Q3 | $2.36M | Buy |
14,789
+89
| +0.6% | +$14.2K | 0.39% | 55 |
|
|
2023
Q2 | $2.43M | Buy |
14,700
+601
| +4% | +$99.4K | 0.39% | 53 |
|
|
2023
Q1 | $2.24M | Sell |
14,099
-85
| -0.6% | -$13.5K | 0.4% | 55 |
|
|
2022
Q4 | $2.25M | Sell |
14,184
-5,306
| -27% | -$843K | 0.43% | 54 |
|
|
2022
Q3 | $2.8M | Buy |
19,490
+1,833
| +10% | +$263K | 0.59% | 44 |
|
|
2022
Q2 | $2.65M | Sell |
17,657
-202
| -1% | -$30.3K | 0.56% | 44 |
|
|
2022
Q1 | $3.14M | Buy |
17,859
+1,505
| +9% | +$265K | 0.59% | 46 |
|
|
2021
Q4 | $2.93M | Buy |
16,354
+406
| +3% | +$72.6K | 0.56% | 44 |
|
|
2021
Q3 | $2.7M | Sell |
15,948
-7
| -0% | -$1.19K | 0.55% | 43 |
|
|
2021
Q2 | $2.77M | Sell |
15,955
-120
| -0.7% | -$20.8K | 0.62% | 38 |
|
|
2021
Q1 | $2.66M | Sell |
16,075
-83
| -0.5% | -$13.7K | 0.65% | 37 |
|
|
2020
Q4 | $2.3M | Buy |
16,158
+4,772
| +42% | +$678K | 0.58% | 43 |
|
|
2020
Q3 | $1.26M | Buy |
11,386
+9,294
| +444% | +$1.03M | 0.45% | 53 |
|
|
2020
Q2 | $224K | Buy |
+2,092
| New | +$224K | 0.09% | 148 |
|