Mokosak Advisory Group’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 | $59.5M | Buy |
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|
2025
Q1 | $55.4M | Buy |
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|
2024
Q4 | $57.3M | Buy |
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|
2024
Q3 | $57.9M | Buy |
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|
2024
Q2 | $50.3M | Buy |
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|
2024
Q1 | $52.3M | Buy |
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|
2023
Q4 | $47.5M | Buy |
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|
2023
Q3 | $41.1M | Buy |
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|
2023
Q2 | $41.6M | Buy |
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|
2023
Q1 | $38.2M | Sell |
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|
2022
Q4 | $38.6M | Buy |
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|
2022
Q3 | $34M | Sell |
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|
2022
Q2 | $35.6M | Sell |
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|
2022
Q1 | $42.9M | Sell |
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|
2021
Q4 | $44.5M | Buy |
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|
2021
Q3 | $41.4M | Buy |
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|
2021
Q2 | $41M | Sell |
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|
2021
Q1 | $39.6M | Sell |
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|
2020
Q4 | $34.9M | Buy |
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|
2020
Q3 | $26.3M | Buy |
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|
2020
Q2 | $24.7M | Buy |
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|
2020
Q1 | $19.8M | Buy |
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|
2019
Q4 | $25M | Buy |
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|
2019
Q3 | $22.5M | Buy |
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|
2019
Q2 | $22M | Buy |
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|
2019
Q1 | $21.5M | Buy |
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|
2018
Q4 | $18.6M | Sell |
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|
2018
Q3 | $27.9M | Buy |
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|
2018
Q2 | $26.5M | Buy |
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|
2018
Q1 | $24.4M | Buy |
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|
2017
Q4 | $24.3M | Buy |
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