Cahill Wealth 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
Q1 | $386K | Hold |
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|
2024
Q4 | $411K | Hold |
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|
2024
Q3 | $416K | Hold |
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|
2024
Q2 | $378K | Hold |
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|
2024
Q1 | $398K | Hold |
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|
2023
Q4 | $373K | Sell |
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|
2023
Q3 | $364K | Sell |
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|
2023
Q2 | $385K | Buy |
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|
2023
Q1 | $369K | Buy |
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|
2022
Q4 | $404K | Sell |
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|
2022
Q3 | $507K | Buy |
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|
2022
Q2 | $529K | Buy |
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|
2022
Q1 | $606K | Buy |
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