Robertson Stephens Wealth 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
Q3 | $1.32M | Sell |
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|
2025
Q2 | $1.28M | Sell |
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|
2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $1.36M | Sell |
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|
2024
Q3 | $1.38M | Buy |
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|
2024
Q2 | $244K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $222K | Sell |
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|
2021
Q4 | $488K | Sell |
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|
2021
Q3 | $482K | Sell |
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|
2021
Q2 | $922K | Buy |
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|
2021
Q1 | $839K | Buy |
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