American Trust’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
$583K Buy
2025
Q2
$516K Buy
2025
Q1
Sell
2024
Q4
$630K Buy
2024
Q3
$229K Buy
2024
Q2
Sell
2024
Q1
$351K Sell
2023
Q4
$613K Buy
2023
Q3
$377K Sell
2023
Q2
$864K Buy
2023
Q1
$809K Buy
2022
Q4
$728K Buy
2022
Q3
$610K Buy
2022
Q2
$614K Sell
2022
Q1
$1.15M Buy
2021
Q4
$256K Buy