Evercore Wealth Management’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 | $334K | Hold |
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|
2025
Q1 | $319K | Hold |
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|
2024
Q4 | $339K | Sell |
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|
2024
Q3 | $378K | Sell |
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|
2024
Q2 | $353K | Sell |
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|
2024
Q1 | $373K | Hold |
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|
2023
Q4 | $350K | Hold |
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|
2023
Q3 | $310K | Hold |
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|
2023
Q2 | $322K | Hold |
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|
2023
Q1 | $309K | Sell |
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|
2022
Q4 | $316K | Buy |
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|
2022
Q3 | $279K | Sell |
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|
2022
Q2 | $393K | Hold |
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|
2022
Q1 | $462K | Buy |
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|
2021
Q4 | $346K | Hold |
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|
2021
Q3 | $328K | Hold |
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|
2021
Q2 | $336K | Hold |
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|
2021
Q1 | $320K | Hold |
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|
2020
Q4 | $275K | Hold |
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|
2020
Q3 | $214K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $62K | Hold |
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|
2017
Q3 | $59K | Hold |
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|
2017
Q2 | $57K | Hold |
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|
2017
Q1 | $57K | Hold |
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|
2016
Q4 | $56K | Hold |
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|
2016
Q3 | $51K | Hold |
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|
2016
Q2 | $49K | Hold |
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|
2016
Q1 | $47K | Hold |
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|
2015
Q4 | $46K | Buy |
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|
2015
Q3 | $24K | Hold |
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|
2015
Q2 | $27K | Sell |
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|
2015
Q1 | $41K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $37K | Buy |
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|
2014
Q2 | $7K | Hold |
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|
2014
Q1 | $7K | Hold |
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|
2013
Q4 | $7K | Hold |
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|
2013
Q3 | $6K | Hold |
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|
2013
Q2 | $6K | Buy |
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