Clearstead Trust’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 | $23.4K | Buy |
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|
2025
Q2 | $5.09K | Sell |
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|
2025
Q1 | $46.4K | Buy |
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|
2024
Q4 | $10.1K | Hold |
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|
2024
Q3 | $10.2K | Hold |
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|
2024
Q2 | $9.31K | Hold |
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|
2024
Q1 | $9.79K | Hold |
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|
2023
Q4 | $9.18K | Sell |
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|
2023
Q3 | $14K | Hold |
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|
2023
Q2 | $14.5K | Sell |
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|
2023
Q1 | $103K | Hold |
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|
2022
Q4 | $102K | Sell |
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|
2022
Q3 | $138K | Buy |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $2K | Buy |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Sell |
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|
2021
Q2 | $3.67M | Sell |
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|
2021
Q1 | $3.47M | Buy |
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