Creative Planning’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 | $58.1M | Sell |
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|
2025
Q1 | $59.6M | Sell |
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|
2024
Q4 | $65M | Buy |
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|
2024
Q3 | $50.4M | Buy |
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|
2024
Q2 | $44.6M | Buy |
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|
2024
Q1 | $46.6M | Buy |
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|
2023
Q4 | $43.6M | Buy |
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|
2023
Q3 | $38.5M | Sell |
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|
2023
Q2 | $40.2M | Sell |
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|
2023
Q1 | $39.7M | Sell |
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|
2022
Q4 | $42M | Buy |
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|
2022
Q3 | $33.5M | Buy |
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|
2022
Q2 | $34.6M | Buy |
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|
2022
Q1 | $35.4M | Buy |
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|
2021
Q4 | $31.1M | Sell |
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|
2021
Q3 | $30.1M | Buy |
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|
2021
Q2 | $22.7M | Sell |
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|
2021
Q1 | $28.7M | Sell |
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|
2020
Q4 | $25.2M | Buy |
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|
2020
Q3 | $16.1M | Buy |
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|
2020
Q2 | $15.3M | Sell |
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|
2020
Q1 | $13.8M | Sell |
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|
2019
Q4 | $22M | Buy |
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|
2019
Q3 | $20.6M | Buy |
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|
2019
Q2 | $18M | Sell |
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|
2019
Q1 | $17.9M | Sell |
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|
2018
Q4 | $16.1M | Sell |
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|
2018
Q3 | $19.9M | Sell |
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|
2018
Q2 | $19.5M | Sell |
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|
2018
Q1 | $18.7M | Buy |
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|
2017
Q4 | $18.4M | Buy |
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|
2017
Q3 | $17.6M | Buy |
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|
2017
Q2 | $16.8M | Buy |
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|
2017
Q1 | $15.2M | Sell |
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|
2016
Q4 | $15.6M | Sell |
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|
2016
Q3 | $15.6M | Sell |
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|
2016
Q2 | $15.3M | Sell |
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|
2016
Q1 | $16.9M | Sell |
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|
2015
Q4 | $25.2M | Sell |
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|
2015
Q3 | $28.1M | Buy |
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|
2015
Q2 | $19M | Sell |
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|
2015
Q1 | $19.5M | Buy |
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|
2014
Q4 | $13.3M | Buy |
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|
2014
Q3 | $6.91M | Buy |
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|
2014
Q2 | $1.88M | Sell |
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|
2014
Q1 | $2.11M | Buy |
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|
2013
Q4 | $2.02M | Buy |
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|
2013
Q3 | $1.39M | Buy |
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|
2013
Q2 | $661K | Buy |
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