SVB Wealth’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 | $313K | Buy |
|
|||||
|
2025
Q2 | $217K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $555K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $588K | Sell |
|
|||||
|
2024
Q1 | $1.11M | Sell |
|
|||||
|
2023
Q4 | $1.36M | Buy |
|
|||||
|
2023
Q3 | $859K | Sell |
|
|||||
|
2023
Q2 | $1.08M | Sell |
|
|||||
|
2023
Q1 | $1.56M | Buy |
|
|||||
|
2022
Q4 | $1.52M | Buy |
|
|||||
|
2022
Q3 | $495K | Sell |
|
|||||
|
2022
Q2 | $566K | Sell |
|
|||||
|
2022
Q1 | $1.07M | Sell |
|
|||||
|
2021
Q4 | $2.08M | Sell |
|
|||||
|
2021
Q3 | $4.28M | Sell |
|
|||||
|
2021
Q2 | $5M | Buy |
|
|||||
|
2021
Q1 | $2.95M | Buy |
|
|||||
|
2020
Q4 | $348K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $115K | Sell |
|
|||||
|
2020
Q1 | $104K | Sell |
|
|||||
|
2019
Q4 | $1.22M | Buy |
|
|||||
|
2019
Q3 | $343K | Buy |
|
|||||
|
2019
Q2 | $309K | Buy |
|