Oakworth Capital’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 | $2.92K | Sell |
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|
2025
Q2 | $23.4K | Hold |
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|
2025
Q1 | $22.4K | Hold |
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|
2024
Q4 | $23.8K | Hold |
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|
2024
Q3 | $24.1K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $40K | Hold |
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|
2020
Q1 | $33K | Hold |
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|
2019
Q4 | $51K | Hold |
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|
2019
Q3 | $48K | Hold |
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|
2019
Q2 | $49K | Hold |
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|
2019
Q1 | $48K | Sell |
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|
2018
Q4 | $99K | Hold |
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|
2018
Q3 | $121K | Hold |
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|
2018
Q2 | $117K | Hold |
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|
2018
Q1 | $112K | Sell |
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|
2017
Q4 | $130K | Hold |
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|
2017
Q3 | $119K | Sell |
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|
2017
Q2 | $186K | Hold |
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|
2017
Q1 | $186K | Hold |
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|
2016
Q4 | $179K | Hold |
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|
2016
Q3 | $167K | Buy |
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|
2016
Q2 | $111K | Hold |
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|
2016
Q1 | $107K | Hold |
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|
2015
Q4 | $104K | Hold |
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|
2015
Q3 | $102K | Hold |
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|
2015
Q2 | $112K | Hold |
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|
2015
Q1 | $113K | Hold |
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|
2014
Q4 | $111K | Hold |
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|
2014
Q3 | $111K | Hold |
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|
2014
Q2 | $111K | Hold |
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|
2014
Q1 | $106K | Hold |
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|
2013
Q4 | $102K | Buy |
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