Cutler Investment Counsel’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 | $377K | Hold |
|
|||||
|
2025
Q2 | $352K | Buy |
|
|||||
|
2025
Q1 | $333K | Sell |
|
|||||
|
2024
Q4 | $357K | Sell |
|
|||||
|
2024
Q3 | $529K | Hold |
|
|||||
|
2024
Q2 | $483K | Sell |
|
|||||
|
2024
Q1 | $510K | Sell |
|
|||||
|
2023
Q4 | $484K | Sell |
|
|||||
|
2023
Q3 | $742K | Sell |
|
|||||
|
2023
Q2 | $841K | Sell |
|
|||||
|
2023
Q1 | $825K | Sell |
|
|||||
|
2022
Q4 | $872K | Hold |
|
|||||
|
2022
Q3 | $787K | Sell |
|
|||||
|
2022
Q2 | $834K | Sell |
|
|||||
|
2022
Q1 | $997K | Buy |
|
|||||
|
2021
Q4 | $1M | Sell |
|
|||||
|
2021
Q3 | $982K | Buy |
|
|||||
|
2021
Q2 | $967K | Buy |
|
|||||
|
2021
Q1 | $777K | Sell |
|
|||||
|
2020
Q4 | $670K | Sell |
|
|||||
|
2020
Q3 | $527K | Buy |
|
|||||
|
2020
Q2 | $410K | Buy |
|
|||||
|
2020
Q1 | $333K | Sell |
|
|||||
|
2019
Q4 | $541K | Sell |
|
|||||
|
2019
Q3 | $526K | Sell |
|
|||||
|
2019
Q2 | $644K | Sell |
|
|||||
|
2019
Q1 | $774K | Buy |
|
|||||
|
2018
Q4 | $676K | Sell |
|
|||||
|
2018
Q3 | $845K | Buy |
|
|||||
|
2018
Q2 | $784K | Sell |
|
|||||
|
2018
Q1 | $776K | Sell |
|
|||||
|
2017
Q4 | $1.29M | Sell |
|
|||||
|
2017
Q3 | $1.37M | Sell |
|
|||||
|
2017
Q2 | $1.34M | Sell |
|
|||||
|
2017
Q1 | $1.38M | Sell |
|
|||||
|
2016
Q4 | $1.6M | Sell |
|
|||||
|
2016
Q3 | $1.5M | Sell |
|
|||||
|
2016
Q2 | $1.47M | Sell |
|
|||||
|
2016
Q1 | $1.69M | Buy |
|