Conrad Siegel Investment Advisors’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 | $917K | Buy |
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|
2025
Q2 | $846K | Sell |
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|
2025
Q1 | $825K | Sell |
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|
2024
Q4 | $878K | Sell |
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|
2024
Q3 | $895K | Sell |
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|
2024
Q2 | $913K | Sell |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.29M | Buy |
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|
2023
Q3 | $800K | Buy |
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|
2023
Q2 | $828K | Buy |
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|
2023
Q1 | $780K | Buy |
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|
2022
Q4 | $729K | Sell |
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|
2022
Q3 | $690K | Sell |
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|
2022
Q2 | $2.77M | Buy |
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|
2022
Q1 | $768K | Sell |
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|
2021
Q4 | $1.19M | Buy |
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