Capital 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 | $15.5M | Buy |
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|
2025
Q2 | $14.2M | Buy |
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|
2025
Q1 | $12.9M | Buy |
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|
2024
Q4 | $13.6M | Sell |
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|
2024
Q3 | $13.9M | Buy |
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|
2024
Q2 | $12.5M | Buy |
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|
2024
Q1 | $12.8M | Sell |
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|
2023
Q4 | $12.1M | Buy |
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|
2023
Q3 | $10.7M | Buy |
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|
2023
Q2 | $10.9M | Buy |
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|
2023
Q1 | $10.2M | Buy |
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|
2022
Q4 | $4.59M | Buy |
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|
2022
Q3 | $4.13M | Buy |
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|
2022
Q2 | $4.29M | Sell |
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|
2022
Q1 | $5.18M | Sell |
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|
2021
Q4 | $5.37M | Sell |
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|
2021
Q3 | $5.29M | Sell |
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|
2021
Q2 | $5.99M | Sell |
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|
2021
Q1 | $6.23M | Sell |
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|
2020
Q4 | $5.39M | Buy |
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|
2020
Q3 | $4M | Buy |
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|
2020
Q2 | $1.53M | Buy |
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|
2020
Q1 | $1.13M | Buy |
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|
2019
Q4 | $1.47M | Buy |
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|
2019
Q3 | $1.38M | Buy |
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|
2019
Q2 | $1.13M | Buy |
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|
2019
Q1 | $1.03M | Buy |
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|
2018
Q4 | $701K | Buy |
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|
2018
Q3 | $614K | Buy |
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|
2018
Q2 | $445K | Buy |
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|
2018
Q1 | $201K | Buy |
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