Crestone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $384K | Buy |
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|
2023
Q2 | $384K | Buy |
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|
2023
Q1 | $253K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $246K | Hold |
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|
2021
Q4 | $250K | Hold |
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|
2021
Q3 | $237K | Hold |
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|
2021
Q2 | $243K | Hold |
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|
2021
Q1 | $232K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $431K | Hold |
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|
2015
Q4 | $418K | Buy |
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