Cornerstone Planning Group’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 | $2.1K | Sell |
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|
2025
Q2 | $43.6K | Sell |
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|
2025
Q1 | $51.9K | Buy |
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|
2024
Q4 | $55K | Sell |
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|
2024
Q3 | $228K | Buy |
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|
2024
Q2 | $207K | Buy |
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|
2024
Q1 | $207K | Sell |
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|
2023
Q4 | $205K | Buy |
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|
2023
Q3 | $181K | Sell |
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|
2023
Q2 | $214K | Buy |
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|
2022
Q4 | $256K | Buy |
|