Choate Investment 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
2026 Q1	$3.27M	Hold	15,074	–	–	0.06%	119
2025 Q4	$3.19M	Sell	15,074 -4,773	-24%	-$999K	0.06%	118
2025 Q3	$4.14M	Hold	19,847	–	–	0.09%	91
2025 Q2	$3.87M	Sell	19,847 -7,678	-28%	-$1.42M	0.08%	93
2025 Q1	$5.13M	Buy	27,525 +1,673	+6%	+$330K	0.13%	77
2024 Q4	$5.12M	Buy	25,852 +990	+4%	+$203K	0.12%	83
2024 Q3	$4.99M	Buy	24,862 +430	+2%	+$82.7K	0.13%	84
2024 Q2	$4.46M	Hold	24,432	–	–	0.12%	85
2024 Q1	$4.69M	Buy	+24,432	New	+$4.41M	0.13%	91
2022 Q2	–	Sell	-3	Closed	-$1K	–	376
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	355
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	340
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	303
2021 Q2	$1K	Hold	3	–	–	﹤0.01%	338
2021 Q1	$0	Hold	3	–	–	﹤0.01%	310
2020 Q4	$0	Buy	+3	New	+$387	﹤0.01%	296