Arvest Investments’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.6M Buy
69,582
+349
+0.5% +$68.1K 2.04% 13
2025
Q1
$12.9M Buy
69,233
+2,051
+3% +$382K 2.03% 13
2024
Q4
$13.3M Sell
67,182
-2,306
-3% -$457K 2.13% 13
2024
Q3
$14M Sell
69,488
-2,096
-3% -$421K 2.11% 12
2024
Q2
$13.1M Sell
71,584
-2,236
-3% -$408K 2.09% 13
2024
Q1
$14.2M Sell
73,820
-3,339
-4% -$641K 2.25% 13
2023
Q4
$13.9M Buy
+77,159
New +$13.9M 2.26% 13