Keel Point’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 | $293K | Sell |
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|
2025
Q1 | $328K | Sell |
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|
2024
Q4 | $392K | Buy |
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|
2024
Q3 | $391K | Buy |
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|
2024
Q2 | $360K | Sell |
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|
2024
Q1 | $388K | Sell |
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|
2023
Q4 | $460K | Sell |
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|
2023
Q3 | $411K | Buy |
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|
2023
Q2 | $404K | Buy |
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|
2023
Q1 | $301K | Buy |
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|
2022
Q4 | $238K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $203K | Sell |
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|
2019
Q4 | $437K | Sell |
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|
2019
Q3 | $630K | Sell |
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|
2019
Q2 | $739K | Sell |
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|
2019
Q1 | $820K | Buy |
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|
2018
Q4 | $724K | Sell |
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|
2018
Q3 | $926K | Buy |
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|
2018
Q2 | $584K | Sell |
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|
2018
Q1 | $557K | Sell |
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|
2017
Q4 | $763K | Sell |
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|
2017
Q3 | $1.52M | Sell |
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|
2017
Q2 | $5.33M | Buy |
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|
2017
Q1 | $5.17M | Buy |
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|
2016
Q4 | $4.42M | Buy |
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