Montag & 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 | $483K | Hold |
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|
2025
Q2 | $452K | Sell |
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|
2025
Q1 | $664K | Sell |
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|
2024
Q4 | $984K | Buy |
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|
2024
Q3 | $996K | Buy |
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|
2024
Q2 | $908K | Hold |
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|
2024
Q1 | $951K | Buy |
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|
2023
Q4 | $891K | Sell |
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|
2023
Q3 | $904K | Sell |
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|
2023
Q2 | $1.08M | Hold |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $811K | Hold |
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|
2022
Q3 | $733K | Buy |
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|
2022
Q2 | $658K | Sell |
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|
2022
Q1 | $829K | Hold |
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|
2021
Q4 | $842K | Hold |
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|
2021
Q3 | $797K | Buy |
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|
2021
Q2 | $763K | Buy |
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|
2021
Q1 | $659K | Hold |
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|
2020
Q4 | $566K | Buy |
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