Atlas Capital Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Atlas Capital Advisors’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.72M	Sell	19,098 -20,285	-52%	-$3.96M	0.45%	52
2025 Q1	$7.34M	Sell	39,383 -1,505	-4%	-$280K	0.92%	26
2024 Q4	$8.1M	Buy	40,888 +3,077	+8%	+$610K	1.03%	23
2024 Q3	$7.59M	Sell	37,811 -233	-0.6%	-$46.8K	1.16%	23
2024 Q2	$6.94M	Buy	38,044 +73	+0.2%	+$13.3K	0.9%	29
2024 Q1	$7.29M	Buy	37,971 +9,347	+33%	+$1.79M	1.14%	22
2023 Q4	$5.15M	Buy	28,624 +2,415	+9%	+$435K	0.75%	38
2023 Q3	$4.18M	Buy	26,209 +8,951	+52%	+$1.43M	0.69%	40
2023 Q2	$2.85M	Buy	17,258 +3,165	+22%	+$524K	0.43%	54
2023 Q1	$2.24M	Sell	14,093 -3,321	-19%	-$527K	0.35%	57
2022 Q4	$2.77M	Buy	17,414 +1,524	+10%	+$242K	0.46%	43
2022 Q3	$2.28M	Buy	15,890 +4,036	+34%	+$579K	0.41%	51
2022 Q2	$1.78M	Sell	11,854 -3,294	-22%	-$494K	0.3%	66
2022 Q1	$2.67M	Sell	15,148 -369	-2%	-$64.9K	0.41%	54
2021 Q4	$2.78M	Sell	15,517 -3,219	-17%	-$576K	0.41%	56
2021 Q3	$3.17M	Sell	18,736 -487	-3%	-$82.4K	0.51%	45
2021 Q2	$3.34M	Buy	19,223 +1,029	+6%	+$179K	0.56%	44
2021 Q1	$3.01M	Buy	18,194 +5,560	+44%	+$921K	0.59%	43
2020 Q4	$1.8M	Buy	12,634 +2,161	+21%	+$307K	0.38%	58
2020 Q3	$1.16M	Sell	10,473 -267	-2%	-$29.5K	0.27%	84
2020 Q2	$1.15M	Sell	10,740 -4,064	-27%	-$435K	0.27%	84
2020 Q1	$1.31M	Sell	14,804 -200	-1%	-$17.8K	0.39%	59
2019 Q4	$2.06M	Buy	15,004 +2,788	+23%	+$382K	0.51%	43
2019 Q3	$1.57M	Buy	12,216 +166	+1%	+$21.4K	0.47%	51
2019 Q2	$1.57M	Sell	12,050 -13,558	-53%	-$1.77M	0.52%	44
2019 Q1	$3.3M	Buy	25,608 +9,728	+61%	+$1.25M	1.19%	13
2018 Q4	$1.81M	Sell	15,880 -10,572	-40%	-$1.21M	0.73%	27
2018 Q3	$3.66M	Buy	26,452 +11,716	+80%	+$1.62M	1.22%	13
2018 Q2	$2.04M	Sell	14,736 -1,790	-11%	-$248K	0.72%	29
2018 Q1	$2.14M	Buy	+16,526	New	+$2.14M	0.66%	32