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Bellevue Asset Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bellevue Asset Management’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.7K Buy
86
+1
+1% +$224 0.01% 244
2025
Q4 		$18.1K Buy
85
+1
+1% +$209 0.01% 245
2025
Q3 		$17.7K Hold
84
– – 0.01% 242
2025
Q2 		$16.4K Buy
84
+1
+1% +$185 0.01% 249
2025
Q1 		$15.6K Hold
83
– – 0.01% 246
2024
Q4 		$16.6K Hold
83
– – 0.01% 248
2024
Q3 		$16.7K Hold
83
– – 0.01% 242
2024
Q2 		$15.2K Buy
+83
New +$15.3K 0.01% 247

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