Cozad Asset 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
Q3 | $549K | Sell |
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|
2025
Q2 | $643K | Hold |
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|
2025
Q1 | $614K | Buy |
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|
2024
Q4 | $653K | Sell |
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|
2024
Q3 | $711K | Buy |
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|
2024
Q2 | $647K | Sell |
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|
2024
Q1 | $701K | Buy |
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|
2023
Q4 | $657K | Sell |
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|
2023
Q3 | $644K | Buy |
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|
2023
Q2 | $662K | Hold |
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|
2023
Q1 | $635K | Hold |
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|
2022
Q4 | $635K | Buy |
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|
2022
Q3 | $478K | Hold |
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|
2022
Q2 | $500K | Buy |
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|
2022
Q1 | $492K | Buy |
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|
2021
Q4 | $259K | Hold |
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|
2021
Q3 | $245K | Sell |
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|
2021
Q2 | $256K | Buy |
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|
2021
Q1 | $240K | Sell |
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|
2020
Q4 | $211K | Buy |
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