CPWM LLC’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
2022
Q3
$1.05M Sell
2022
Q2
$1.24M Buy
2022
Q1
$1.33M Buy
2021
Q4
$1.23M Buy
2021
Q2
Sell
2021
Q1
$1.13M Sell
2020
Q4
$1.05M Buy
2020
Q3
$812K Buy
2020
Q2
$706K Buy
2019
Q1
Sell
2018
Q4
$862K Buy