Capital Advisors 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
Q3 | $2.54M | Sell |
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|
2025
Q2 | $2.6M | Sell |
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|
2025
Q1 | $9.33M | Sell |
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|
2024
Q4 | $10M | Buy |
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|
2024
Q3 | $10M | Sell |
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|
2024
Q2 | $9.85M | Buy |
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|
2024
Q1 | $10.3M | Buy |
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|
2023
Q4 | $9.2M | Buy |
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|
2023
Q3 | $8.12M | Buy |
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|
2023
Q2 | $8.32M | Sell |
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|
2023
Q1 | $8.27M | Buy |
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|
2022
Q4 | $7.99M | Buy |
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|
2022
Q3 | $6.61M | Buy |
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|
2022
Q2 | $5.56M | Buy |
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|
2022
Q1 | $5.84M | Buy |
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|
2021
Q4 | $5.83M | Buy |
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|
2021
Q3 | $5.49M | Buy |
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|
2021
Q2 | $5.47M | Buy |
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|
2021
Q1 | $4.97M | Buy |
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