Stokes Family Office’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 | $4.53M | Buy |
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|
2025
Q1 | $3.88M | Buy |
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|
2024
Q4 | $4.08M | Hold |
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|
2024
Q3 | $4.13M | Buy |
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|
2024
Q2 | $3.71M | Sell |
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|
2024
Q1 | $3.9M | Buy |
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|
2023
Q4 | $3.61M | Sell |
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|
2023
Q3 | $4.54M | Sell |
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|
2023
Q2 | $4.83M | Buy |
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|
2023
Q1 | $4.55M | Sell |
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|
2022
Q4 | $4.56M | Buy |
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|
2022
Q3 | $3.66M | Buy |
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|
2022
Q2 | $3.74M | Sell |
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|
2022
Q1 | $4.48M | Sell |
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|
2021
Q4 | $4.67M | Buy |
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|
2021
Q3 | $4.42M | Sell |
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|
2021
Q2 | $4.6M | Sell |
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|
2021
Q1 | $4.42M | Buy |
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|
2020
Q4 | $3.78M | Buy |
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|
2020
Q3 | $2.94M | Sell |
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|
2020
Q2 | $2.85M | Buy |
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|
2020
Q1 | $2.09M | Sell |
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|
2019
Q4 | $3.71M | Buy |
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