Canandaigua National Bank & Trust’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 | $910K | Sell |
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2025
Q2 | $861K | Sell |
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2025
Q1 | $826K | Sell |
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2024
Q4 | $927K | Sell |
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2024
Q3 | $988K | Sell |
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2024
Q2 | $1.24M | Buy |
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2018
Q2 | – | Sell |
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2018
Q1 | $3M | Buy |
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2017
Q4 | $2.78M | Buy |
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2017
Q3 | $2.26M | Buy |
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2017
Q2 | $1.78M | Buy |
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