CFO
CVA Family Office’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
8,447
-490
| -5% | -$95.6K | 0.23% | 72 |
|
|
2025
Q1 | $1.66M | Sell |
8,937
-122
| -1% | -$22.7K | 0.26% | 68 |
|
|
2024
Q4 | $1.8M | Sell |
9,059
-31
| -0.3% | -$6.14K | 0.28% | 60 |
|
|
2024
Q3 | $1.83M | Sell |
9,090
-554
| -6% | -$111K | 0.3% | 56 |
|
|
2024
Q2 | $1.76M | Sell |
9,644
-19,751
| -67% | -$3.6M | 0.32% | 56 |
|
|
2024
Q1 | $5.64M | Sell |
29,395
-1,574
| -5% | -$302K | 1.01% | 23 |
|
|
2023
Q4 | $5.57M | Sell |
30,969
-2,691
| -8% | -$484K | 1.09% | 22 |
|
|
2023
Q3 | $5.37M | Sell |
33,660
-1,730
| -5% | -$276K | 1.22% | 21 |
|
|
2023
Q2 | $5.85M | Sell |
35,390
-174
| -0.5% | -$28.8K | 1.23% | 20 |
|
|
2023
Q1 | $5.65M | Hold |
35,564
| – | – | 1.26% | 20 |
|
|
2022
Q4 | $5.65M | Sell |
35,564
-3,617
| -9% | -$574K | 1.37% | 17 |
|
|
2022
Q3 | $5.62M | Sell |
39,181
-539
| -1% | -$77.3K | 1.53% | 12 |
|
|
2022
Q2 | $5.95M | Sell |
39,720
-170
| -0.4% | -$25.5K | 1.62% | 15 |
|
|
2022
Q1 | $7.02M | Buy |
39,890
+275
| +0.7% | +$48.4K | 1.68% | 14 |
|
|
2021
Q4 | $7.09M | Buy |
39,615
+36,358
| +1,116% | +$6.5M | 1.76% | 13 |
|
|
2021
Q3 | $360K | Sell |
3,257
-34,273
| -91% | -$3.79M | 0.26% | 63 |
|
|
2021
Q2 | $6.52M | Buy |
37,530
+9,855
| +36% | +$1.71M | 1.85% | 13 |
|
|
2021
Q1 | $4.58M | Buy |
27,675
+23,973
| +648% | +$3.97M | 1.74% | 13 |
|
|
2020
Q4 | $526K | Buy |
3,702
+445
| +14% | +$63.2K | 0.32% | 51 |
|
|
2020
Q3 | $360K | Buy |
3,257
+239
| +8% | +$26.4K | 0.26% | 63 |
|
|
2020
Q2 | $323K | Buy |
3,018
+2,289
| +314% | +$245K | 0.27% | 62 |
|
|
2020
Q1 | $65K | Buy |
+729
| New | +$65K | 0.07% | 126 |
|