Klingman & Associates’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 | $811K | Buy |
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|
2025
Q2 | $687K | Buy |
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|
2025
Q1 | $645K | Sell |
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|
2024
Q4 | $689K | Sell |
|
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|
2024
Q3 | $1.05M | Buy |
|
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|
2024
Q2 | $951K | Sell |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $965K | Sell |
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|
2023
Q3 | $976K | Buy |
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|
2023
Q2 | $967K | Sell |
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|
2023
Q1 | $936K | Sell |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $835K | Sell |
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|
2022
Q2 | $981K | Sell |
|
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|
2022
Q1 | $1.15M | Sell |
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|
2021
Q4 | $1.19M | Sell |
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|
2021
Q3 | $1.29M | Buy |
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|
2021
Q2 | $1.27M | Buy |
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|
2021
Q1 | $1.19M | Buy |
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|
2020
Q4 | $992K | Buy |
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|
2020
Q3 | $769K | Buy |
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|
2020
Q2 | $237K | Sell |
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|
2020
Q1 | $233K | Buy |
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|
2019
Q4 | $348K | Buy |
|