Center for Financial Planning’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
Q2 | $11.4M | Sell |
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|
2025
Q1 | $45.5M | Sell |
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|
2024
Q4 | $49M | Sell |
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|
2024
Q3 | $49.8M | Buy |
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|
2024
Q2 | $44.9M | Buy |
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|
2024
Q1 | $46.8M | Buy |
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|
2023
Q4 | $42.6M | Buy |
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|
2023
Q3 | $34.4M | Buy |
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|
2023
Q2 | $35.2M | Buy |
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|
2023
Q1 | $33.4M | Sell |
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|
2022
Q4 | $33.7M | Sell |
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|
2022
Q3 | $30.9M | Sell |
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|
2022
Q2 | $32.6M | Sell |
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|
2022
Q1 | $41M | Buy |
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|
2021
Q4 | $41.2M | Buy |
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|
2021
Q3 | $38.1M | Buy |
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|
2021
Q2 | $39M | Sell |
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|
2021
Q1 | $39.1M | Sell |
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|
2020
Q4 | $38.4M | Sell |
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|
2020
Q3 | $34.2M | Sell |
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|
2020
Q2 | $36.7M | Buy |
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|
2020
Q1 | $30.5M | Sell |
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|
2019
Q4 | $53.2M | Buy |
|