Columbia Asset 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 | $284K | Buy |
1,458
+50
| +4% | +$9.75K | 0.06% | 141 |
|
|
2025
Q1 | $262K | Hold |
1,408
| – | – | 0.05% | 148 |
|
|
2024
Q4 | $279K | Hold |
1,408
| – | – | 0.05% | 146 |
|
|
2024
Q3 | $283K | Hold |
1,408
| – | – | 0.05% | 158 |
|
|
2024
Q2 | $257K | Hold |
1,408
| – | – | 0.05% | 160 |
|
|
2024
Q1 | $253K | Hold |
1,408
| – | – | 0.05% | 151 |
|
|
2023
Q4 | $253K | Hold |
1,408
| – | – | 0.05% | 151 |
|
|
2023
Q3 | $225K | Hold |
1,408
| – | – | 0.05% | 151 |
|
|
2023
Q2 | $233K | Sell |
1,408
-15
| -1% | -$2.48K | 0.05% | 155 |
|
|
2023
Q1 | $226K | Hold |
1,423
| – | – | 0.05% | 154 |
|
|
2022
Q4 | $226K | Hold |
1,423
| – | – | 0.05% | 153 |
|
|
2022
Q3 | $204K | Buy |
+1,423
| New | +$204K | 0.05% | 159 |
|