CBIZ Investment Advisory Services’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.4K | Hold |
248
| – | – | ﹤0.01% | 140 |
|
|
2025
Q1 | $46.2K | Hold |
248
| – | – | ﹤0.01% | 121 |
|
|
2024
Q4 | $49.1K | Hold |
248
| – | – | ﹤0.01% | 111 |
|
|
2024
Q3 | $49.8K | Hold |
248
| – | – | ﹤0.01% | 110 |
|
|
2024
Q2 | $45.3K | Hold |
248
| – | – | ﹤0.01% | 111 |
|
|
2024
Q1 | $47.6K | Buy |
+248
| New | +$47.6K | ﹤0.01% | 105 |
|
|
2020
Q4 | – | Hold |
0
| – | -$27K | – | 118 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 71 |
|
|
2020
Q2 | – | Hold |
0
| – | -$115K | – | 205 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 46 |
|