Pointe Capital 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
$593K Buy
2025
Q2
$549K Hold
2025
Q1
$525K Sell
2024
Q4
$568K Buy
2024
Q3
$525K Hold
2024
Q2
$478K Hold
2024
Q1
$502K Hold
2023
Q4
$471K Hold
2023
Q3
$417K Buy
2023
Q2
$416K Sell
2023
Q1
$522K Hold
2022
Q4
$522K Sell
2022
Q3
$506K Hold
2022
Q2
$528K Hold
2022
Q1
$620K Sell
2021
Q4
$637K Sell
2021
Q3
$649K Buy
2021
Q2
$594K Buy
2017
Q1
Sell
2016
Q4
$1.63M Buy