Capital Analysts LLC’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 | $1.01M | Buy |
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|
2025
Q2 | $829K | Sell |
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|
2025
Q1 | $882K | Sell |
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|
2024
Q4 | $1.66M | Sell |
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|
2024
Q3 | $2.2M | Buy |
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|
2024
Q2 | $1.98M | Sell |
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|
2024
Q1 | $2.24M | Buy |
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|
2023
Q4 | $2.07M | Buy |
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|
2023
Q3 | $1.8M | Sell |
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|
2023
Q2 | $2.59M | Sell |
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|
2023
Q1 | $2.9M | Sell |
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|
2022
Q4 | $3.05M | Sell |
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|
2022
Q3 | $3.02M | Buy |
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|
2022
Q2 | $2.7M | Buy |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $454K | Buy |
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|
2021
Q3 | $286K | Buy |
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|
2021
Q2 | $32K | Buy |
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|
2021
Q1 | $15K | Buy |
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|
2020
Q4 | $1K | Sell |
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|
2020
Q3 | $1K | Sell |
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|
2020
Q2 | $4K | Buy |
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|
2020
Q1 | $3K | Sell |
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|
2019
Q4 | $12K | Sell |
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|
2019
Q3 | $16K | Buy |
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|
2019
Q2 | $8K | Hold |
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|
2019
Q1 | $8K | Buy |
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|
2018
Q4 | $7K | Hold |
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|
2018
Q3 | $8K | Hold |
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|
2018
Q2 | $8K | Hold |
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|
2018
Q1 | $7K | Sell |
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|
2017
Q4 | $80K | Sell |
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|
2017
Q3 | $249K | Sell |
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|
2017
Q2 | $374K | Sell |
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|
2017
Q1 | $638K | Sell |
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|
2016
Q4 | $798K | Sell |
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|
2016
Q3 | $968K | Sell |
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|
2016
Q2 | $1.21M | Sell |
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|
2016
Q1 | $1.52M | Sell |
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|
2015
Q4 | $1.92M | Sell |
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|
2015
Q3 | $1.96M | Sell |
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|
2015
Q2 | $2.23M | Sell |
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|
2015
Q1 | $3.68M | Buy |
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|
2014
Q4 | $3.55M | Buy |
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|
2014
Q3 | $3.31M | Buy |
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|
2014
Q2 | $3.35M | Sell |
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|
2014
Q1 | $3.26M | Buy |
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|
2013
Q4 | $3.09M | Sell |
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|
2013
Q3 | $2.89M | Buy |
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|
2013
Q2 | $2.63M | Buy |
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