STALEY CAPITAL ADVISERS’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 | $482K | Hold |
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|
2025
Q2 | $451K | Hold |
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|
2025
Q1 | $431K | Sell |
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|
2024
Q4 | $470K | Hold |
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|
2024
Q3 | $476K | Hold |
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|
2024
Q2 | $433K | Sell |
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|
2024
Q1 | $576K | Sell |
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|
2023
Q4 | $888K | Hold |
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|
2023
Q3 | $787K | Hold |
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|
2023
Q2 | $816K | Hold |
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|
2023
Q1 | $783K | Sell |
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|
2022
Q4 | $940K | Buy |
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|
2022
Q3 | $749K | Hold |
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|
2022
Q2 | $783K | Hold |
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|
2022
Q1 | $919K | Hold |
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|
2021
Q4 | $935K | Hold |
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|
2021
Q3 | $885K | Buy |
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|
2021
Q2 | $905K | Buy |
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|
2021
Q1 | $666K | Hold |
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|
2020
Q4 | $572K | Hold |
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|
2020
Q3 | $445K | Buy |
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|
2020
Q2 | $398K | Hold |
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|
2020
Q1 | $330K | Buy |
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|
2019
Q4 | $447K | Buy |
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|
2019
Q3 | $317K | Hold |
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|
2019
Q2 | $321K | Hold |
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|
2019
Q1 | $317K | Buy |
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|
2018
Q4 | $252K | Hold |
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|
2018
Q3 | $308K | Buy |
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|
2018
Q2 | $291K | Buy |
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|
2018
Q1 | $259K | Hold |
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|
2017
Q4 | $266K | Hold |
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|
2017
Q3 | $256K | Buy |
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