Cidel Asset Management’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 | $365K | Hold |
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|
2025
Q2 | $341K | Hold |
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|
2025
Q1 | $326K | Sell |
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|
2024
Q4 | $349K | Hold |
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|
2024
Q3 | $353K | Hold |
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|
2024
Q2 | $321K | Sell |
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|
2024
Q1 | $365K | Hold |
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|
2023
Q4 | $342K | Sell |
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|
2023
Q3 | $367K | Hold |
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|
2023
Q2 | $380K | Sell |
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|
2023
Q1 | $383K | Hold |
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|
2022
Q4 | $383K | Sell |
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|
2022
Q3 | $423K | Hold |
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|
2022
Q2 | $442K | Sell |
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|
2022
Q1 | $538K | Sell |
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|
2021
Q4 | $610K | Hold |
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|
2021
Q3 | $577K | Sell |
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|
2021
Q2 | $640K | Sell |
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|
2021
Q1 | $739K | Buy |
|