Chesley Taft & Associates’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 | $728K | Sell |
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|
2025
Q2 | $700K | Sell |
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|
2025
Q1 | $676K | Sell |
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|
2024
Q4 | $778K | Hold |
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|
2024
Q3 | $788K | Sell |
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|
2024
Q2 | $735K | Sell |
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|
2024
Q1 | $821K | Sell |
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|
2023
Q4 | $838K | Sell |
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|
2023
Q3 | $809K | Sell |
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|
2023
Q2 | $889K | Sell |
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|
2023
Q1 | $970K | Sell |
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|
2022
Q4 | $1.07M | Hold |
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|
2022
Q3 | $963K | Sell |
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|
2022
Q2 | $1.04M | Hold |
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|
2022
Q1 | $1.19M | Hold |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $880K | Buy |
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|
2021
Q2 | $781K | Buy |
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|
2021
Q1 | $636K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $684K | Buy |
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|
2019
Q3 | $391K | Buy |
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