Connecticut Wealth 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
Q3 | $235K | Sell |
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|
2025
Q2 | $220K | Sell |
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|
2025
Q1 | $228K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $309K | Sell |
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|
2024
Q2 | $300K | Sell |
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|
2024
Q1 | $317K | Sell |
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|
2023
Q4 | $375K | Sell |
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|
2023
Q3 | $356K | Sell |
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|
2023
Q2 | $401K | Sell |
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|
2023
Q1 | $603K | Sell |
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|
2022
Q4 | $6.74M | Buy |
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|
2022
Q3 | $6.06M | Buy |
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|
2022
Q2 | $6.3M | Buy |
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|
2022
Q1 | $7.37M | Sell |
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|
2021
Q4 | $7.5M | Sell |
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|
2021
Q3 | $7.17M | Sell |
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|
2021
Q2 | $7.49M | Sell |
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|
2021
Q1 | $39.6M | Sell |
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|
2020
Q4 | $36.7M | Buy |
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|
2020
Q3 | $5.09M | Sell |
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|
2020
Q2 | $27.7M | Buy |
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|
2020
Q1 | $4.24M | Sell |
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|
2019
Q4 | $8.95M | Sell |
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|
2019
Q3 | $8.67M | Buy |
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|
2019
Q2 | $7.84M | Buy |
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