Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.89M | Buy |
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|
2024
Q3 | $1.89M | Sell |
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|
2024
Q2 | $1.72M | Sell |
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|
2024
Q1 | $1.83M | Sell |
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|
2023
Q4 | $1.73M | Sell |
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|
2023
Q3 | $1.54M | Sell |
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|
2023
Q2 | $1.61M | Sell |
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|
2023
Q1 | $1.66M | Buy |
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|
2022
Q4 | $1.66M | Sell |
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|
2022
Q3 | $1.74M | Sell |
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|
2022
Q2 | $1.84M | Sell |
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|
2022
Q1 | $2.18M | Buy |
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|
2021
Q4 | $2.19M | Buy |
|