Exchange Bank’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
$459K Sell
2025
Q2
$610K Sell
2025
Q1
$588K Sell
2024
Q4
$645K Buy
2024
Q3
$654K Buy
2024
Q2
$551K Buy
2024
Q1
$545K Buy
2023
Q4
$497K Buy