Evergreen Capital 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
Q3 | $688K | Hold |
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|
2025
Q2 | $643K | Hold |
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|
2025
Q1 | $611K | Hold |
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|
2024
Q4 | $650K | Hold |
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|
2024
Q3 | $659K | Hold |
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|
2024
Q2 | $602K | Hold |
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|
2024
Q1 | $630K | Hold |
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|
2023
Q4 | $590K | Sell |
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|
2023
Q3 | $526K | Hold |
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|
2023
Q2 | $545K | Buy |
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|
2023
Q1 | $349K | Buy |
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|
2022
Q4 | $333K | Sell |
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|
2022
Q3 | $318K | Sell |
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|
2022
Q2 | $334K | Buy |
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|
2022
Q1 | $366K | Buy |
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|
2021
Q4 | $341K | Hold |
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|
2021
Q3 | $323K | Buy |
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