Calton & Associates’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
Q3 | $501K | Buy |
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|
2025
Q2 | $294K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $802K | Buy |
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|
2021
Q4 | $371K | Sell |
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|
2021
Q3 | $502K | Sell |
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|
2021
Q2 | $520K | Buy |
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|
2021
Q1 | $480K | Buy |
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|
2020
Q4 | $345K | Buy |
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|
2020
Q3 | $229K | Sell |
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|
2020
Q2 | $229K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $223K | Buy |
|