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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,030
Closed -$204K 485
2024
Q4
$204K Buy
+1,030
New +$204K 0.01% 463