Jacobsen Capital Management’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 | $14.2M | Sell |
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|
2025
Q2 | $13.9M | Buy |
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|
2025
Q1 | $12.7M | Sell |
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|
2024
Q4 | $13.6M | Sell |
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|
2024
Q3 | $13.8M | Sell |
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|
2024
Q2 | $12.6M | Sell |
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|
2024
Q1 | $13.7M | Sell |
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|
2023
Q4 | $19.2M | Sell |
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|
2023
Q3 | $18.1M | Buy |
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|
2023
Q2 | $18.7M | Buy |
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|
2023
Q1 | $16.8M | Buy |
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|
2022
Q4 | $16.3M | Sell |
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|
2022
Q3 | $16.3M | Buy |
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|
2022
Q2 | $17M | Buy |
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|
2022
Q1 | $19.8M | Buy |
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|
2021
Q4 | $13.7M | Buy |
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|
2021
Q3 | $12.9M | Buy |
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|
2021
Q2 | $13M | Buy |
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|
2021
Q1 | $12M | Buy |
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|
2020
Q4 | $6.18M | Buy |
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|
2020
Q3 | $3.24M | Buy |
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|
2020
Q2 | $3.11M | Buy |
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|
2019
Q4 | $204K | Sell |
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|
2019
Q3 | $203K | Buy |
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