Legacy Private Trust’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 | $756K | Buy |
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|
2025
Q2 | $650K | Sell |
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|
2025
Q1 | $769K | Sell |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $785K | Hold |
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|
2024
Q2 | $714K | Buy |
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|
2024
Q1 | $626K | Hold |
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|
2023
Q4 | $588K | Sell |
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|
2023
Q3 | $541K | Hold |
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|
2023
Q2 | $561K | Sell |
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|
2023
Q1 | $987K | Hold |
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|
2022
Q4 | $987K | Sell |
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|
2022
Q3 | $914K | Hold |
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|
2022
Q2 | $955K | Sell |
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|
2022
Q1 | $1.33M | Sell |
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|
2021
Q4 | $1.38M | Buy |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $1.01M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $429K | Sell |
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|
2015
Q1 | $591K | Sell |
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|
2014
Q4 | $753K | Buy |
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