Cahill Wealth Management’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
Q1 | $386K | Hold |
2,072
| – | – | 0.2% | 42 |
|
|
2024
Q4 | $411K | Hold |
2,072
| – | – | 0.21% | 39 |
|
|
2024
Q3 | $416K | Hold |
2,072
| – | – | 0.21% | 40 |
|
|
2024
Q2 | $378K | Hold |
2,072
| – | – | 0.23% | 39 |
|
|
2024
Q1 | $398K | Hold |
2,072
| – | – | 0.23% | 39 |
|
|
2023
Q4 | $373K | Sell |
2,072
-212
| -9% | -$38.1K | 0.25% | 36 |
|
|
2023
Q3 | $364K | Sell |
2,284
-43
| -2% | -$6.86K | 0.28% | 36 |
|
|
2023
Q2 | $385K | Buy |
2,327
+1
| +0% | +$165 | 0.27% | 37 |
|
|
2023
Q1 | $369K | Buy |
2,326
+1
| +0% | +$159 | 0.27% | 37 |
|
|
2022
Q4 | $404K | Sell |
2,325
-1,213
| -34% | -$211K | 0.29% | 38 |
|
|
2022
Q3 | $507K | Buy |
3,538
+3
| +0.1% | +$430 | 0.45% | 29 |
|
|
2022
Q2 | $529K | Buy |
3,535
+90
| +3% | +$13.5K | 0.45% | 30 |
|
|
2022
Q1 | $606K | Buy |
+3,445
| New | +$606K | 0.45% | 26 |
|