Mogy Joel R Investment Counsel’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 | $83.5K | Hold |
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2025
Q2 | $78K | Hold |
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|
2025
Q1 | $74.5K | Hold |
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|
2024
Q4 | $79.3K | Hold |
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|
2024
Q3 | $80.3K | Hold |
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|
2024
Q2 | $73K | Hold |
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|
2024
Q1 | $76.8K | Hold |
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|
2023
Q4 | $72K | Sell |
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|
2023
Q3 | $95.7K | Sell |
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|
2023
Q2 | $182K | Hold |
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|
2023
Q1 | $175K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $215K | Hold |
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|
2021
Q3 | $203K | Hold |
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|
2021
Q2 | $208K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.26M | Sell |
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|
2019
Q4 | $1.98M | Sell |
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|
2019
Q3 | $1.89M | Hold |
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|
2019
Q2 | $1.92M | Sell |
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|
2019
Q1 | $1.99M | Sell |
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|
2018
Q4 | $1.84M | Sell |
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|
2018
Q3 | $2.26M | Hold |
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|
2018
Q2 | $2.2M | Sell |
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|
2018
Q1 | $2.14M | Hold |
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|
2017
Q4 | $2.19M | Buy |
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|
2017
Q3 | $2.11M | Buy |
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|
2017
Q2 | $1.97M | Sell |
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|
2017
Q1 | $2.04M | Buy |
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|
2016
Q4 | $1.95M | Buy |
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|
2016
Q3 | $1.77M | Hold |
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|
2016
Q2 | $1.68M | Buy |
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|
2016
Q1 | $1.6M | Buy |
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|
2015
Q4 | $1.55K | Sell |
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|
2015
Q3 | $1.55M | Sell |
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|
2015
Q2 | $1.78M | Sell |
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|
2015
Q1 | $1.81M | Sell |
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|
2014
Q4 | $1.76M | Sell |
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|
2014
Q3 | $1.66M | Sell |
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|
2014
Q2 | $1.78M | Buy |
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|
2014
Q1 | $1.66M | Sell |
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|
2013
Q4 | $1.64M | Hold |
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|
2013
Q3 | $1.52M | Sell |
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|
2013
Q2 | $1.44M | Buy |
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