Diversified Trust’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
2025
Q3
$359K Buy
2025
Q2
$328K Buy
2024
Q4
Sell
2024
Q3
$232K Buy
2024
Q1
Sell
2023
Q4
$318K Buy
2023
Q3
$206K Buy
2019
Q1
Sell
2018
Q4
$249K Buy