Diversified Trust’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Diversified Trust’s Portfolio VBR Stock Details VBR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$573K	Buy
2025 Q4	$364K	Hold
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