Laird Norton Wetherby 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
Q3
$377K Sell
2025
Q2
$355K Buy
2024
Q2
Sell
2024
Q1
$205K Buy
2022
Q4
Sell
2022
Q3
$698K Buy
2018
Q1
Sell
2017
Q4
$155K Hold
2017
Q3
$149K Buy
2015
Q3
Sell
2015
Q2
$126K Buy