Cerity Partners’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 | $53.4M | Buy |
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|
2025
Q2 | $49.5M | Buy |
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|
2025
Q1 | $45M | Sell |
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|
2024
Q4 | $50.8M | Sell |
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|
2024
Q3 | $51.9M | Sell |
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|
2024
Q2 | $47.6M | Buy |
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|
2024
Q1 | $44.4M | Sell |
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|
2023
Q4 | $41.8M | Buy |
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|
2023
Q3 | $21M | Sell |
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|
2023
Q2 | $37.1M | Buy |
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|
2023
Q1 | $31.2M | Buy |
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|
2022
Q4 | $16.6M | Buy |
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|
2022
Q3 | $3.92M | Buy |
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|
2022
Q2 | $2.92M | Buy |
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|
2022
Q1 | $1.63M | Buy |
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|
2021
Q4 | $1.23M | Sell |
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|
2021
Q3 | $957K | Buy |
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|
2021
Q2 | $654K | Buy |
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|
2021
Q1 | $533K | Buy |
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|
2020
Q4 | $311K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $282K | Sell |
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|
2020
Q1 | $442K | Sell |
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|
2019
Q4 | $1.45M | Buy |
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|
2019
Q3 | $520K | Buy |
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|
2019
Q2 | $517K | Sell |
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|
2019
Q1 | $2.1M | Sell |
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|
2018
Q4 | $2.48M | Buy |
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|
2018
Q3 | $2.61M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $729K | Buy |
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