Chicago Partners Investment Group’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 | $6.39M | Sell |
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|
2025
Q1 | $5.81M | Buy |
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|
2024
Q4 | $5.87M | Sell |
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|
2024
Q3 | $5.95M | Buy |
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|
2024
Q2 | $5.8M | Sell |
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|
2024
Q1 | $5.49M | Buy |
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|
2023
Q4 | $5.06M | Buy |
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|
2023
Q3 | $3.93M | Buy |
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|
2023
Q2 | $4.37M | Buy |
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|
2023
Q1 | $2.82M | Sell |
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|
2022
Q4 | $3.51M | Sell |
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|
2022
Q3 | $3.33M | Buy |
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|
2022
Q2 | $3.26M | Sell |
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|
2022
Q1 | $3.22M | Buy |
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|
2021
Q4 | $3.4M | Buy |
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|
2021
Q3 | $3.5M | Buy |
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|
2021
Q2 | $3.19M | Sell |
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|
2021
Q1 | $3.31M | Buy |
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|
2020
Q4 | $2.89M | Sell |
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|
2020
Q3 | $2.31M | Buy |
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|
2020
Q2 | $2.1M | Buy |
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|
2020
Q1 | $1.77M | Buy |
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|
2019
Q4 | $2.03M | Buy |
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|
2019
Q3 | $1.89M | Buy |
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|
2019
Q2 | $1.87M | Buy |
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|
2019
Q1 | $1.91M | Sell |
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|
2018
Q4 | $1.76M | Buy |
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|
2018
Q3 | $1.7M | Buy |
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|
2018
Q2 | $1.83M | Buy |
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|
2018
Q1 | $1.74M | Sell |
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|
2017
Q4 | $1.86M | Buy |
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|
2017
Q3 | $1.76M | Buy |
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|
2017
Q2 | $335K | Sell |
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|
2017
Q1 | $1.66M | Buy |
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|
2016
Q4 | $1.01M | Buy |
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|
2016
Q3 | $914K | Sell |
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|
2016
Q2 | $914K | Buy |
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|
2016
Q1 | $881K | Sell |
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|
2015
Q4 | $884K | Buy |
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|
2015
Q3 | $850K | Sell |
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|
2015
Q2 | $1.02M | Sell |
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|
2015
Q1 | $1.03M | Buy |
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|
2014
Q4 | $1M | Buy |
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