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Columbia River Financial Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Columbia River Financial Group’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-103
Closed -$19K – 111
2025
Q1 		$19K Buy
+103
New +$20.3K 0.01% 108

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AL
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Columbia River Financial Group's VBR Position: Q2 2025 in Review

Columbia River Financial Group sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2025, closing a stake of 103 shares — an estimated $19K sold.

Columbia River Financial Group first reported a position in VBR in Q1 2025 and held it in 1 quarter. The position peaked at $19K in Q1 2025. 1,559 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

  • Columbia River Financial Group reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Columbia River Financial Group sold 103 Vanguard Small-Cap Value ETF shares in Q2 2025, an estimated $19K.
  • Columbia River Financial Group first reported a position in Vanguard Small-Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • Columbia River Financial Group's Vanguard Small-Cap Value ETF position peaked at $19K in Q1 2025.
  • 1,559 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2025.

Based on Columbia River Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.