Caprock Group’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 | $1.3M | Buy |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $249K | Sell |
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|
2024
Q3 | $254K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $1M | Buy |
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|
2019
Q2 | $1M | Buy |
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|
2019
Q1 | $985K | Sell |
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|
2018
Q4 | $884K | Sell |
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|
2018
Q3 | $1.1M | Sell |
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|
2018
Q2 | $1.07M | Sell |
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|
2018
Q1 | $1.02M | Sell |
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|
2017
Q4 | $1.09M | Sell |
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|
2017
Q3 | $1.03M | Buy |
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|
2017
Q2 | $975K | Sell |
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|
2017
Q1 | $971K | Sell |
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|
2016
Q4 | $1.72M | Sell |
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|
2016
Q3 | $1.58M | Sell |
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|
2016
Q2 | $1.52M | Sell |
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|
2016
Q1 | $1.73M | Buy |
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|
2015
Q4 | $1.65M | Buy |
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