CWA Asset Management 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
Q2 | $3.47M | Sell |
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|
2025
Q1 | $3.32M | Buy |
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|
2024
Q4 | $3.5M | Buy |
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|
2024
Q3 | $3.53M | Buy |
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|
2024
Q1 | $3.54M | Buy |
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|
2023
Q4 | $3.31M | Buy |
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|
2023
Q3 | $2.92M | Sell |
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|
2023
Q2 | $3.05M | Sell |
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|
2023
Q1 | $3.03M | Buy |
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|
2022
Q4 | $2.99M | Buy |
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|
2022
Q3 | $2.68M | Buy |
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|
2022
Q2 | $2.79M | Sell |
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|
2022
Q1 | $3.31M | Buy |
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|
2021
Q4 | $3.33M | Buy |
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|
2021
Q3 | $3.14M | Buy |
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|
2021
Q2 | $3.25M | Buy |
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|
2021
Q1 | $3.06M | Buy |
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|
2020
Q4 | $2.57M | Buy |
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|
2020
Q3 | $1.96M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.38M | Buy |
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|
2019
Q4 | $561K | Buy |
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|
2019
Q3 | $427K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $200K | Buy |
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