Eagle Rock Investment Company’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
Q2 | $588K | Buy |
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|
2025
Q1 | $417K | Sell |
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|
2024
Q4 | $450K | Sell |
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|
2024
Q3 | $462K | Sell |
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|
2024
Q2 | $421K | Buy |
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|
2024
Q1 | $436K | Buy |
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|
2023
Q4 | $408K | Buy |
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|
2023
Q3 | $356K | Sell |
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|
2023
Q2 | $417K | Sell |
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|
2023
Q1 | $395K | Buy |
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|
2022
Q4 | $376K | Buy |
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|
2022
Q3 | $323K | Sell |
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|
2022
Q2 | $350K | Buy |
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|
2022
Q1 | $394K | Buy |
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|
2021
Q4 | $338K | Buy |
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