Shakespeare Wealth 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
Q2 | $21.4M | Buy |
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|
2025
Q1 | $19.6M | Buy |
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|
2024
Q4 | $19.9M | Sell |
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|
2024
Q3 | $20.8M | Buy |
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|
2024
Q2 | $17.6M | Buy |
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|
2024
Q1 | $16.6M | Buy |
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|
2023
Q4 | $15.4M | Buy |
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|
2023
Q3 | $13.3M | Buy |
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|
2023
Q2 | $13.7M | Buy |
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|
2023
Q1 | $12.3M | Buy |
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|
2022
Q4 | $12.2M | Buy |
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|
2022
Q3 | $10.2M | Buy |
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|
2022
Q2 | $10.5M | Buy |
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|
2022
Q1 | $12M | Buy |
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|
2021
Q4 | $11.8M | Buy |
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|
2021
Q3 | $10.8M | Buy |
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|
2021
Q2 | $10.6M | Sell |
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|
2021
Q1 | $10.9M | Sell |
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|
2020
Q4 | $10M | Buy |
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|
2020
Q3 | $7.59M | Buy |
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|
2020
Q2 | $6.93M | Buy |
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|
2020
Q1 | $5.6M | Buy |
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|
2019
Q4 | $6.73M | Buy |
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|
2019
Q3 | $6.04M | Buy |
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|
2019
Q2 | $5.88M | Buy |
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|
2019
Q1 | $5.43M | Buy |
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|
2018
Q4 | $4.68M | Sell |
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|
2018
Q3 | $6.79M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $6.08M | Buy |
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|
2017
Q4 | $5.86M | Buy |
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