W.H. Cornerstone Investments’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 | $292K | Buy |
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|
2025
Q2 | $272K | Hold |
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|
2025
Q1 | $260K | Buy |
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|
2024
Q4 | $274K | Buy |
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|
2024
Q3 | $276K | Buy |
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|
2024
Q2 | $249K | Hold |
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|
2024
Q1 | $261K | Buy |
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|
2023
Q4 | $244K | Sell |
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|
2023
Q3 | $224K | Buy |
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|
2023
Q2 | $231K | Buy |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $240K | Buy |
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|
2022
Q3 | $210K | Buy |
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