Strategic Financial Services’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 | $243K | Hold |
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|
2025
Q2 | $227K | Hold |
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|
2025
Q1 | $217K | Hold |
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|
2024
Q4 | $231K | Hold |
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|
2024
Q3 | $234K | Buy |
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|
2024
Q2 | $212K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $227K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $485K | Hold |
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|
2018
Q2 | $473K | Hold |
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|
2018
Q1 | $451K | Buy |
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|
2017
Q4 | $449K | Buy |
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|
2017
Q3 | $378K | Buy |
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|
2017
Q2 | $333K | Hold |
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|
2017
Q1 | $333K | Buy |
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|
2016
Q4 | $297K | Sell |
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|
2016
Q3 | $403K | Buy |
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|
2016
Q2 | $386K | Hold |
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|
2016
Q1 | $357K | Buy |
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|
2015
Q4 | $318K | Buy |
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|
2015
Q3 | $215K | Buy |
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