Crestwood Advisors Group’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 | $663K | Hold |
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|
2025
Q2 | $619K | Buy |
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|
2025
Q1 | $590K | Hold |
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|
2024
Q4 | $627K | Buy |
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|
2024
Q3 | $584K | Buy |
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|
2024
Q2 | $530K | Sell |
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|
2024
Q1 | $619K | Buy |
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|
2023
Q4 | $527K | Buy |
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|
2023
Q3 | $413K | Hold |
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|
2023
Q2 | $429K | Sell |
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|
2023
Q1 | $454K | Sell |
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|
2022
Q4 | $459K | Sell |
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|
2022
Q3 | $418K | Buy |
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|
2022
Q2 | $212K | Buy |
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|
2022
Q1 | $219K | Buy |
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|
2021
Q4 | $211K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $202K | Hold |
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|
2018
Q2 | $201K | Buy |
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