CGN Advisors’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 | $4.4M | Sell |
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|
2025
Q2 | $4.72M | Buy |
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|
2025
Q1 | $4.39M | Sell |
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|
2024
Q4 | $4.97M | Sell |
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|
2024
Q3 | $5.06M | Sell |
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|
2024
Q2 | $4.9M | Sell |
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|
2024
Q1 | $5.43M | Buy |
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|
2023
Q4 | $5M | Sell |
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|
2023
Q3 | $5.52M | Buy |
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|
2023
Q2 | $4.81M | Buy |
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|
2023
Q1 | $4.41M | Buy |
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|
2022
Q4 | $4.29M | Sell |
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|
2022
Q3 | $4.14M | Buy |
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|
2022
Q2 | $4.13M | Sell |
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|
2022
Q1 | $5.65M | Sell |
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|
2021
Q4 | $6.04M | Buy |
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|
2021
Q3 | $4.4M | Sell |
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|
2021
Q2 | $4.87M | Sell |
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|
2021
Q1 | $4.67M | Buy |
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|
2020
Q4 | $3.61M | Buy |
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