Agate Pass 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
Q3 | $731K | Hold |
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|
2025
Q2 | $683K | Sell |
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|
2025
Q1 | $666K | Hold |
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|
2024
Q4 | $709K | Hold |
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|
2024
Q3 | $718K | Sell |
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|
2024
Q2 | $671K | Buy |
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|
2024
Q1 | $686K | Sell |
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|
2023
Q4 | $680K | Sell |
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|
2023
Q3 | $639K | Hold |
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|
2023
Q2 | $662K | Sell |
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|
2023
Q1 | $638K | Hold |
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|
2022
Q4 | $639K | Buy |
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|
2022
Q3 | $562K | Sell |
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|
2022
Q2 | $592K | Hold |
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|
2022
Q1 | $695K | Hold |
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|
2021
Q4 | $706K | Buy |
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