CVA Family Office’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 | $1.65M | Sell |
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|
2025
Q1 | $1.66M | Sell |
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|
2024
Q4 | $1.8M | Sell |
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|
2024
Q3 | $1.83M | Sell |
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|
2024
Q2 | $1.76M | Sell |
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|
2024
Q1 | $5.64M | Sell |
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|
2023
Q4 | $5.57M | Sell |
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|
2023
Q3 | $5.37M | Sell |
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|
2023
Q2 | $5.85M | Sell |
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|
2023
Q1 | $5.65M | Hold |
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|
2022
Q4 | $5.65M | Sell |
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|
2022
Q3 | $5.62M | Sell |
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|
2022
Q2 | $5.95M | Sell |
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|
2022
Q1 | $7.02M | Buy |
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|
2021
Q4 | $7.08M | Buy |
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|
2021
Q3 | $360K | Sell |
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|
2021
Q2 | $6.52M | Buy |
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|
2021
Q1 | $4.58M | Buy |
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|
2020
Q4 | $526K | Buy |
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|
2020
Q3 | $360K | Buy |
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|
2020
Q2 | $323K | Buy |
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|
2020
Q1 | $65K | Buy |
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