Wells Trecaso Financial Group’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 | $2.9M | Sell |
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|
2025
Q1 | $2.78M | Sell |
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|
2024
Q4 | $2.99M | Buy |
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|
2024
Q3 | $2.98M | Buy |
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|
2024
Q2 | $2.68M | Sell |
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|
2024
Q1 | $2.82M | Buy |
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|
2023
Q4 | $2.63M | Sell |
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|
2023
Q3 | $2.35M | Sell |
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|
2023
Q2 | $2.47M | Sell |
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|
2023
Q1 | $2.38M | Sell |
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|
2022
Q4 | $2.42M | Sell |
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|
2022
Q3 | $2.19M | Buy |
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|
2022
Q2 | $2.17M | Sell |
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|
2022
Q1 | $2.58M | Sell |
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|
2021
Q4 | $2.63M | Buy |
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|
2021
Q3 | $2.48M | Sell |
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|
2021
Q2 | $2.57M | Buy |
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|
2021
Q1 | $2.44M | Buy |
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|
2020
Q4 | $2.1M | Sell |
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|
2020
Q3 | $1.69M | Buy |
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|
2020
Q2 | $1.33M | Buy |
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|
2020
Q1 | $1.08M | Buy |
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|
2019
Q4 | $1.64M | Buy |
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|
2019
Q3 | $1.49M | Buy |
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|
2019
Q2 | $1.5M | Sell |
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|
2019
Q1 | $1.55M | Buy |
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|
2018
Q4 | $1.34M | Buy |
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|
2018
Q3 | $1.01M | Buy |
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|
2018
Q2 | $920K | Buy |
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|
2018
Q1 | $838K | Buy |
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|
2017
Q4 | $602K | Buy |
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