Cresset 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
Q2 | $61.6M | Buy |
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|
2025
Q1 | $57.5M | Buy |
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|
2024
Q4 | $58.4M | Buy |
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|
2024
Q3 | $57M | Buy |
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|
2024
Q2 | $48.9M | Buy |
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|
2024
Q1 | $47.7M | Buy |
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|
2023
Q4 | $43.7M | Buy |
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|
2023
Q3 | $35.3M | Buy |
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|
2023
Q2 | $34.5M | Sell |
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|
2023
Q1 | $38.6M | Buy |
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|
2022
Q4 | $36.1M | Buy |
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|
2022
Q3 | $31.8M | Buy |
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|
2022
Q2 | $32.1M | Sell |
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|
2022
Q1 | $39.2M | Buy |
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|
2021
Q4 | $36.4M | Buy |
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|
2021
Q3 | $27.4M | Buy |
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|
2021
Q2 | $27.9M | Buy |
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|
2021
Q1 | $1.89M | Sell |
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|
2020
Q4 | $26.8M | Buy |
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|
2020
Q3 | $20.7M | Buy |
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|
2020
Q2 | $16.4M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.01M | Sell |
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|
2019
Q3 | $982K | Buy |
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|
2019
Q2 | $955K | Hold |
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|
2019
Q1 | $941K | Buy |
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|
2018
Q4 | $680K | Buy |
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