Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $1.32M | Sell |
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|
2024
Q3 | $1.34M | Sell |
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|
2024
Q2 | $1.28M | Sell |
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|
2024
Q1 | $1.44M | Buy |
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|
2023
Q4 | $1.35M | Sell |
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|
2023
Q3 | $1.27M | Sell |
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|
2023
Q2 | $1.38M | Sell |
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|
2023
Q1 | $1.39M | Buy |
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $992K | Sell |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $833K | Buy |
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|
2021
Q3 | $656K | Buy |
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|
2021
Q2 | $613K | Buy |
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|
2021
Q1 | $532K | Buy |
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|
2020
Q4 | $335K | Sell |
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|
2020
Q3 | $342K | Buy |
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|
2020
Q2 | $323K | Sell |
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|
2020
Q1 | $324K | Sell |
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|
2019
Q4 | $525K | Buy |
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|
2019
Q3 | $357K | Sell |
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|
2019
Q2 | $469K | Buy |
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|
2019
Q1 | $452K | Buy |
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|
2018
Q4 | $397K | Buy |
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|
2018
Q3 | $185K | Buy |
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