McDonald Partners’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 | $706K | Sell |
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|
2025
Q2 | $664K | Hold |
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|
2025
Q1 | $634K | Sell |
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|
2024
Q4 | $707K | Hold |
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|
2024
Q3 | $717K | Hold |
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|
2024
Q2 | $651K | Sell |
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|
2024
Q1 | $690K | Hold |
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|
2023
Q4 | $647K | Sell |
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|
2023
Q3 | $621K | Sell |
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|
2023
Q2 | $660K | Sell |
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|
2023
Q1 | $641K | Sell |
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|
2022
Q4 | $656K | Buy |
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|
2022
Q3 | $543K | Sell |
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|
2022
Q2 | $774K | Buy |
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|
2022
Q1 | $562K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $263K | Hold |
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|
2021
Q2 | $270K | Hold |
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|
2021
Q1 | $257K | Hold |
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|
2020
Q4 | $221K | Buy |
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