Access Investment Management’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
$2.93M Buy
2024
Q4
$2.97M Hold
2024
Q3
$3.01M Hold
2024
Q2
$2.74M Hold
2024
Q1
$2.88M Hold
2023
Q4
$2.7M Buy