Continuum Advisory’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 | $633K | Buy |
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|
2025
Q2 | $575K | Buy |
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|
2025
Q1 | $544K | Sell |
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|
2024
Q4 | $655K | Buy |
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|
2024
Q3 | $678K | Buy |
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|
2024
Q2 | $576K | Sell |
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|
2024
Q1 | $660K | Sell |
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|
2023
Q4 | $1.48M | Sell |
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|
2023
Q3 | $2.92M | Buy |
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|
2023
Q2 | $3.02M | Buy |
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|
2023
Q1 | $2.86M | Sell |
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|
2022
Q4 | $3.06M | Sell |
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|
2022
Q3 | $3.31M | Buy |
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|
2022
Q2 | $2.95M | Buy |
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|
2022
Q1 | $3.24M | Buy |
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|
2021
Q4 | $2.44M | Buy |
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|
2021
Q3 | $2.25M | Buy |
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|
2021
Q2 | $2.25M | Buy |
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|
2021
Q1 | $2.17M | Buy |
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|
2020
Q4 | $1.79M | Buy |
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|
2020
Q3 | $1.24M | Buy |
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|
2020
Q2 | $1.17M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $295K | Sell |
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|
2018
Q3 | $956K | Buy |
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|
2018
Q2 | $656K | Buy |
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|
2018
Q1 | $312K | Buy |
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|
2017
Q4 | $238K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $290K | Buy |
|