Country Club Bank’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
$642K Hold
2025
Q2
$604K Hold
2025
Q1
$573K Hold
2024
Q4
$610K Hold
2024
Q3
$619K Hold
2024
Q2
$560K Sell
2024
Q1
$1.19M Sell
2023
Q4
$1.14M Sell
2023
Q3
$1.04M Buy
2023
Q2
$979K Hold
2023
Q1
$928K Buy