McLean Asset 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 | $784K | Sell |
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|
2025
Q2 | $749K | Buy |
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|
2025
Q1 | $580K | Buy |
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|
2024
Q4 | $672K | Sell |
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|
2024
Q3 | $721K | Buy |
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|
2024
Q2 | $657K | Buy |
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|
2024
Q1 | $679K | Sell |
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|
2023
Q4 | $638K | Sell |
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|
2023
Q3 | $583K | Buy |
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|
2023
Q2 | $606K | Buy |
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|
2023
Q1 | $579K | Sell |
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|
2022
Q4 | $599K | Buy |
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|
2022
Q3 | $554K | Sell |
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|
2022
Q2 | $605K | Sell |
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|
2022
Q1 | $724K | Sell |
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|
2021
Q4 | $757K | Sell |
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|
2021
Q3 | $802K | Buy |
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|
2021
Q2 | $713K | Sell |
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|
2021
Q1 | $759K | Sell |
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|
2020
Q4 | $710K | Buy |
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