Freestone Capital Holdings’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 | $1.11M | Buy |
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|
2025
Q2 | $599K | Sell |
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|
2025
Q1 | $574K | Sell |
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|
2024
Q4 | $618K | Sell |
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|
2024
Q3 | $627K | Buy |
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|
2024
Q2 | $362K | Sell |
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|
2024
Q1 | $395K | Buy |
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|
2023
Q4 | $296K | Buy |
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|
2023
Q3 | $206K | Hold |
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|
2023
Q2 | $213K | Sell |
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|
2023
Q1 | $206K | Hold |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.3M | Sell |
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|
2021
Q3 | $1.31M | Buy |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $850K | Buy |
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