CX Institutional’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 | $10.1M | Buy |
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|
2025
Q2 | $9.38M | Buy |
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|
2025
Q1 | $6.69M | Buy |
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|
2024
Q4 | $5.46M | Buy |
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|
2024
Q3 | $4.43M | Sell |
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|
2024
Q2 | $4.51M | Buy |
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|
2024
Q1 | $4.71M | Sell |
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|
2023
Q4 | $4.42M | Sell |
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|
2023
Q3 | $4.46M | Sell |
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|
2023
Q2 | $5.47M | Sell |
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|
2023
Q1 | $5.26M | Buy |
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|
2022
Q4 | $4.95M | Buy |
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|
2022
Q3 | $3.21M | Buy |
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|
2022
Q2 | $3.01M | Sell |
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|
2022
Q1 | $4.64M | Buy |
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|
2021
Q4 | $4.69M | Buy |
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|
2021
Q3 | $4.3M | Sell |
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|
2021
Q2 | $5.06M | Sell |
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|
2021
Q1 | $5M | Buy |
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|
2020
Q4 | $3.59M | Buy |
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|
2020
Q3 | $2.25M | Buy |
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|
2020
Q2 | $1.62M | Sell |
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|
2020
Q1 | $3.36M | Buy |
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|
2019
Q4 | $1.26M | Sell |
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|
2019
Q3 | $1.21M | Buy |
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|
2019
Q2 | $1.2M | Buy |
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|
2019
Q1 | $946K | Sell |
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|
2018
Q4 | $1.19M | Buy |
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|
2018
Q3 | $929K | Buy |
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|
2018
Q2 | $716K | Buy |
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