Arbor Trust Wealth Advisors’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 | $1.22M | Sell |
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|
2025
Q2 | $1.15M | Sell |
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|
2025
Q1 | $1.09M | Hold |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.11M | Hold |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.12M | Sell |
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|
2023
Q4 | $1.11M | Buy |
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|
2023
Q3 | $974K | Sell |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $903K | Sell |
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|
2022
Q4 | $905K | Buy |
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|
2022
Q3 | $766K | Hold |
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|
2022
Q2 | $800K | Sell |
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|
2022
Q1 | $941K | Sell |
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|
2021
Q4 | $963K | Buy |
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|
2021
Q3 | $805K | Sell |
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|
2021
Q2 | $839K | Buy |
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|
2021
Q1 | $763K | Buy |
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|
2020
Q4 | $282K | Buy |
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