Community Financial Services Group’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
$1.59M Sell
2025
Q2
$1.65M Sell
2025
Q1
$1.85M Sell
2024
Q4
$3.14M Sell
2024
Q3
$3.75M Sell
2024
Q2
$3.59M Sell
2024
Q1
$4.45M Buy
2023
Q3
$12.9M Buy
2016
Q1
Sell
2015
Q4
$251K Hold
2015
Q3
$246K Hold
2015
Q2
$274K Hold
2015
Q1
$277K Hold
2014
Q4
$269K Hold
2014
Q3
$253K Hold
2014
Q2
$268K Hold
2014
Q1
$256K Hold
2013
Q4
$247K Hold
2013
Q3
$229K Hold
2013
Q2
$212K Buy