Cornerstone 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
Q2 | $7.44M | Buy |
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|
2025
Q1 | $7M | Buy |
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|
2024
Q4 | $7.38M | Sell |
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|
2024
Q3 | $9.6M | Buy |
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|
2024
Q2 | $8.61M | Buy |
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|
2024
Q1 | $9.01M | Buy |
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|
2023
Q4 | $8.32M | Sell |
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|
2023
Q3 | $7.94M | Sell |
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|
2023
Q2 | $9.77M | Buy |
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|
2023
Q1 | $8.95M | Buy |
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|
2022
Q3 | $7.41M | Buy |
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|
2022
Q2 | $7.71M | Buy |
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|
2022
Q1 | $8.86M | Sell |
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|
2021
Q4 | $9.24M | Buy |
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|
2021
Q3 | $8.68M | Buy |
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|
2021
Q2 | $8.76M | Sell |
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|
2021
Q1 | $8.42M | Sell |
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|
2020
Q4 | $7.52M | Sell |
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|
2020
Q3 | $6.11M | Sell |
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|
2020
Q2 | $5.95M | Sell |
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|
2020
Q1 | $5.26M | Sell |
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|
2019
Q4 | $8.14M | Buy |
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|
2019
Q3 | $7.65M | Buy |
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|
2019
Q2 | $7.74M | Buy |
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|
2019
Q1 | $6.78M | Buy |
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|
2018
Q4 | $6.37M | Sell |
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|
2018
Q3 | $53.3M | Sell |
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|
2018
Q2 | $55.2M | Buy |
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|
2018
Q1 | $6.83M | Buy |
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|
2017
Q4 | $7.21M | Buy |
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|
2017
Q3 | $6.86M | Buy |
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|
2017
Q2 | $6.33M | Buy |
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|
2017
Q1 | $6.13M | Buy |
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|
2016
Q4 | $6.15M | Buy |
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|
2016
Q3 | $5.14M | Buy |
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|
2016
Q1 | $4.67M | Buy |
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