Comprehensive Financial Management’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
Q2 | $36.1M | Hold |
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|
2025
Q1 | $34.3M | Hold |
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|
2024
Q4 | $36.5M | Sell |
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|
2024
Q3 | $65.1M | Hold |
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|
2024
Q2 | $59.5M | Sell |
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|
2024
Q1 | $72.3M | Sell |
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|
2023
Q4 | $67.9M | Sell |
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|
2023
Q3 | $60.2M | Sell |
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|
2023
Q2 | $62.8M | Hold |
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|
2023
Q1 | $60.2M | Hold |
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|
2022
Q4 | $60.3M | Hold |
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|
2022
Q3 | $54.4M | Hold |
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|
2022
Q2 | $56.9M | Hold |
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|
2022
Q1 | $66.8M | Hold |
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|
2021
Q4 | $67.9M | Hold |
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|
2021
Q3 | $64.2M | Hold |
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|
2021
Q2 | $65.9M | Buy |
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|
2021
Q1 | $62.5M | Buy |
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|
2020
Q4 | $321K | Buy |
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|
2020
Q3 | $247K | Buy |
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|
2020
Q2 | $237K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $303K | Buy |
|