Clear Creek Financial Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Sell |
1,699
-822
| -33% | -$160K | 0.03% | 423 |
|
|
2025
Q1 | $470K | Buy |
2,521
+519
| +26% | +$96.7K | 0.05% | 320 |
|
|
2024
Q4 | $397K | Buy |
2,002
+499
| +33% | +$98.9K | 0.04% | 333 |
|
|
2024
Q3 | $302K | Buy |
1,503
+10
| +0.7% | +$2.01K | 0.03% | 341 |
|
|
2024
Q2 | $272K | Buy |
1,493
+252
| +20% | +$46K | 0.03% | 353 |
|
|
2024
Q1 | $238K | Buy |
+1,241
| New | +$238K | 0.03% | 372 |
|
|
2020
Q4 | – | Sell |
-257,490
| Closed | -$28.5M | – | 329 |
|
|
2020
Q3 | $28.5M | Buy |
+257,490
| New | +$28.5M | 1.29% | 20 |
|