Creekmur Asset Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Hold |
1,407
| – | – | 0.05% | 197 |
|
|
2025
Q1 | $262K | Buy |
1,407
+9
| +0.6% | +$1.68K | 0.05% | 163 |
|
|
2024
Q4 | $277K | Buy |
1,398
+6
| +0.4% | +$1.19K | 0.06% | 107 |
|
|
2024
Q3 | $279K | Buy |
1,392
+12
| +0.9% | +$2.41K | 0.07% | 98 |
|
|
2024
Q2 | $252K | Hold |
1,380
| – | – | 0.07% | 103 |
|
|
2024
Q1 | $265K | Sell |
1,380
-236
| -15% | -$45.3K | 0.09% | 96 |
|
|
2023
Q4 | $291K | Buy |
+1,616
| New | +$291K | 0.09% | 107 |
|