OneAscent Financial Services’s Vanguard Small-Cap Value ETF VBR Stock Holding History

OneAscent Financial Services’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.31M	Sell
2025 Q2	$1.39M	Sell
2025 Q1	$1.81M	Buy
2024 Q4	$365K	Buy
2024 Q2	–	Sell
2024 Q1	$375K	Buy
2023 Q4	$300K	Buy
2023 Q3	$203K	Buy
2022 Q4	–	Sell
2022 Q3	$787K	Sell
2022 Q2	$922K	Buy