CIA
Choate Investment Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Sell |
19,847
-7,678
| -28% | -$1.5M | 0.08% | 93 |
|
|
2025
Q1 | $5.13M | Buy |
27,525
+1,673
| +6% | +$312K | 0.13% | 77 |
|
|
2024
Q4 | $5.12M | Buy |
25,852
+990
| +4% | +$196K | 0.12% | 83 |
|
|
2024
Q3 | $4.99M | Buy |
24,862
+430
| +2% | +$86.3K | 0.13% | 84 |
|
|
2024
Q2 | $4.46M | Hold |
24,432
| – | – | 0.12% | 85 |
|
|
2024
Q1 | $4.69M | Buy |
+24,432
| New | +$4.69M | 0.13% | 91 |
|
|
2022
Q2 | – | Sell |
-3
| Closed | -$1K | – | 376 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 355 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 340 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 303 |
|
|
2021
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 338 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 310 |
|
|
2020
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 296 |
|