Logan 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
Q2 | – | Sell |
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|
2025
Q1 | $162K | Hold |
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|
2024
Q4 | $172K | Hold |
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|
2024
Q3 | $174K | Hold |
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|
2024
Q2 | $159K | Hold |
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|
2024
Q1 | $167K | Hold |
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|
2023
Q4 | $156K | Sell |
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|
2023
Q3 | $157K | Hold |
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|
2023
Q2 | $163K | Hold |
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|
2023
Q1 | $157K | Hold |
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|
2022
Q4 | $157K | Sell |
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|
2022
Q3 | $152K | Hold |
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|
2022
Q2 | $159K | Hold |
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|
2022
Q1 | $187K | Hold |
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|
2021
Q4 | $190K | Hold |
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|
2021
Q3 | $180K | Hold |
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|
2021
Q2 | $185K | Hold |
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|
2021
Q1 | $176K | Buy |
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