Silvercrest Asset Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $528K | Sell |
2,709
-573
| -17% | -$112K | ﹤0.01% | 707 |
|
2025
Q1 | $611K | Buy |
3,282
+111
| +4% | +$20.7K | ﹤0.01% | 665 |
|
2024
Q4 | $629K | Buy |
3,171
+930
| +41% | +$184K | ﹤0.01% | 655 |
|
2024
Q3 | $450K | Buy |
2,241
+252
| +13% | +$50.6K | ﹤0.01% | 662 |
|
2024
Q2 | $363K | Buy |
1,989
+101
| +5% | +$18.4K | ﹤0.01% | 777 |
|
2024
Q1 | $362K | Sell |
1,888
-1,243
| -40% | -$239K | ﹤0.01% | 772 |
|
2023
Q4 | $563K | Buy |
3,131
+382
| +14% | +$68.7K | ﹤0.01% | 652 |
|
2023
Q3 | $438K | Buy |
2,749
+327
| +14% | +$52.1K | ﹤0.01% | 694 |
|
2023
Q2 | $401K | Buy |
+2,422
| New | +$401K | ﹤0.01% | 708 |
|