Cornerstone Wealth 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 | $8.26M | Sell |
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|
2025
Q2 | $8.18M | Sell |
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|
2025
Q1 | $8.28M | Buy |
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|
2024
Q4 | $8.63M | Buy |
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|
2024
Q3 | $8.35M | Buy |
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|
2024
Q2 | $6.95M | Buy |
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|
2024
Q1 | $6.83M | Buy |
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|
2023
Q4 | $5.97M | Buy |
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|
2023
Q3 | $4.97M | Buy |
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|
2023
Q2 | $4.97M | Buy |
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|
2023
Q1 | $4.56M | Buy |
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|
2022
Q4 | $4.43M | Sell |
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|
2022
Q3 | $4.09M | Sell |
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|
2022
Q2 | $4.34M | Sell |
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|
2022
Q1 | $5.31M | Sell |
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|
2021
Q4 | $7.39M | Buy |
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|
2021
Q3 | $6.78M | Buy |
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|
2021
Q2 | $6.73M | Buy |
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|
2021
Q1 | $6.24M | Buy |
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