Roman Butler Fullerton & Co’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 | $296K | Buy |
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|
2025
Q2 | $284K | Hold |
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|
2025
Q1 | $241K | Buy |
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|
2024
Q4 | $287K | Buy |
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|
2024
Q3 | $282K | Sell |
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|
2024
Q2 | $257K | Buy |
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|
2024
Q1 | $254K | Buy |
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|
2023
Q4 | $250K | Buy |
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|
2023
Q3 | $218K | Sell |
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|
2023
Q2 | $266K | Buy |
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|
2023
Q1 | $237K | Sell |
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|
2022
Q4 | $268K | Sell |
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|
2022
Q3 | $250K | Sell |
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|
2022
Q2 | $341K | Sell |
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|
2022
Q1 | $498K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $255K | Hold |
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|
2021
Q2 | $251K | Buy |
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