Caldwell Sutter Capital’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 | $27.9K | Hold |
143
| – | – | 0.01% | 425 |
|
|
2025
Q1 | $26.6K | Hold |
143
| – | – | 0.01% | 428 |
|
|
2024
Q4 | $28.3K | Hold |
143
| – | – | 0.01% | 429 |
|
|
2024
Q3 | $28.7K | Hold |
143
| – | – | 0.01% | 430 |
|
|
2024
Q2 | $26.1K | Hold |
143
| – | – | 0.01% | 441 |
|
|
2024
Q1 | $27.4K | Hold |
143
| – | – | 0.01% | 429 |
|
|
2023
Q4 | $25.7K | Hold |
143
| – | – | 0.01% | 427 |
|
|
2023
Q3 | $22.8K | Hold |
143
| – | – | 0.01% | 423 |
|
|
2023
Q2 | $23.7K | Buy |
143
+41
| +40% | +$6.78K | 0.01% | 421 |
|
|
2023
Q1 | $16.2K | Buy |
+102
| New | +$16.2K | 0.01% | 360 |
|