CSM Advisors’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 | $4.07M | Sell |
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|
2025
Q2 | $3.98M | Sell |
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|
2025
Q1 | $3.88M | Sell |
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|
2024
Q4 | $4.76M | Buy |
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|
2024
Q3 | $3.7M | Buy |
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|
2024
Q2 | $3.29M | Sell |
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|
2024
Q1 | $4.09M | Buy |
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|
2023
Q4 | $3.14M | Buy |
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|
2023
Q3 | $2.77M | Buy |
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|
2023
Q2 | $2.87M | Sell |
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|
2023
Q1 | $3.08M | Sell |
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|
2022
Q4 | $3.19M | Buy |
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|
2022
Q3 | $2.88M | Buy |
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|
2022
Q2 | $2.5M | Hold |
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|
2022
Q1 | $2.94M | Buy |
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