Glassman Wealth Services’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 | $777K | Hold |
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|
2025
Q2 | $726K | Hold |
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|
2025
Q1 | $694K | Sell |
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|
2024
Q4 | $759K | Buy |
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|
2024
Q3 | $554K | Hold |
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|
2024
Q2 | $504K | Sell |
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|
2024
Q1 | $548K | Buy |
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|
2023
Q4 | $495K | Sell |
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|
2023
Q3 | $559K | Buy |
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|
2023
Q2 | $442K | Hold |
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|
2023
Q1 | $424K | Sell |
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|
2022
Q4 | $617K | Buy |
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|
2022
Q3 | $193K | Hold |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $237K | Buy |
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|
2021
Q4 | $227K | Sell |
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|
2021
Q3 | $228K | Hold |
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|
2021
Q2 | $234K | Buy |
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|
2021
Q1 | $219K | Buy |
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|
2020
Q4 | $186K | Buy |
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|
2020
Q3 | $143K | Buy |
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|
2020
Q2 | $137K | Sell |
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|
2020
Q1 | $123K | Buy |
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|
2019
Q4 | $173K | Buy |
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|
2019
Q3 | $66K | Hold |
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|
2019
Q2 | $67K | Hold |
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|
2019
Q1 | $66K | Hold |
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|
2018
Q4 | $59K | Hold |
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|
2018
Q3 | $72K | Hold |
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|
2018
Q2 | $70K | Hold |
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|
2018
Q1 | $67K | Hold |
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|
2017
Q4 | $68K | Hold |
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|
2017
Q3 | $66K | Hold |
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|
2017
Q2 | $63K | Buy |
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