Capital Performance Advisors’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 | $2.82M | Sell |
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|
2025
Q2 | $2.82M | Buy |
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|
2025
Q1 | $2.68M | Buy |
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|
2024
Q4 | $2.84M | Buy |
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|
2024
Q3 | $2.83M | Buy |
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|
2024
Q2 | $2.54M | Buy |
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|
2024
Q1 | $2.55M | Buy |
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|
2023
Q4 | $2.28M | Buy |
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|
2023
Q3 | $1.84M | Sell |
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|
2023
Q2 | $1.92M | Buy |
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|
2023
Q1 | $1.79M | Buy |
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|
2022
Q4 | $1.74M | Buy |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.32M | Sell |
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|
2021
Q4 | $1.24M | Buy |
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