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CoreFirst Bank & Trust’s Vanguard Small-Cap Value ETF VBR Stock Holding History

CoreFirst Bank & Trust’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
2023
Q1 		– Sell
-648
Closed -$103K – 394
2022
Q4 		$103K Buy
+648
New +$103K 0.08% 180

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MG
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CoreFirst Bank & Trust's VBR Position: Q1 2023 in Review

CoreFirst Bank & Trust sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2023, closing a stake of 648 shares — an estimated $103K sold.

CoreFirst Bank & Trust first reported a position in VBR in Q4 2022 and held it in 1 quarter. The position peaked at $103K in Q4 2022. 1,204 funds tracked by Wall St. Rank hold VBR as of Q1 2023.

  • CoreFirst Bank & Trust reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 648 Vanguard Small-Cap Value ETF shares in Q1 2023, an estimated $103K.
  • CoreFirst Bank & Trust first reported a position in Vanguard Small-Cap Value ETF in Q4 2022 and held it in 1 quarter.
  • CoreFirst Bank & Trust's Vanguard Small-Cap Value ETF position peaked at $103K in Q4 2022.
  • 1,204 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2023.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2023, filed 15 May 2023.