NorthStar Asset Management (New Jersey)’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
$482K Sell
2025
Q2
$452K Buy
2025
Q1
$398K Sell
2024
Q4
$493K Buy
2024
Q3
$475K Buy
2024
Q2
$430K Buy
2024
Q1
$425K Sell
2023
Q4
$420K Buy