CreativeOne Wealth’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 | $4.06M | Buy |
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|
2025
Q2 | $3.69M | Sell |
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|
2025
Q1 | $3.68M | Sell |
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|
2024
Q4 | $4.01M | Buy |
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|
2024
Q3 | $3.85M | Buy |
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|
2024
Q2 | $3.06M | Sell |
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|
2024
Q1 | $4.06M | Buy |
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|
2023
Q4 | $2.3M | Sell |
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|
2023
Q3 | $2.25M | Buy |
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|
2023
Q2 | $1.88M | Sell |
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|
2023
Q1 | $1.83M | Buy |
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|
2022
Q4 | $1.52M | Buy |
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|
2022
Q3 | $364K | Buy |
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|
2022
Q2 | $370K | Buy |
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|
2022
Q1 | $357K | Sell |
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|
2021
Q4 | $541K | Buy |
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|
2021
Q3 | $386K | Buy |
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|
2021
Q2 | $381K | Sell |
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|
2021
Q1 | $382K | Sell |
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|
2020
Q4 | $509K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $358K | Buy |
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