Chapin Davis’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 | $1.76M | Buy |
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|
2025
Q2 | $1.64M | Buy |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $1.55M | Hold |
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|
2024
Q3 | $1.55M | Buy |
|
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|
2024
Q2 | $1.32M | Sell |
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|
2024
Q1 | $1.44M | Sell |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $1M | Buy |
|