Trivant Custom Portfolio Group’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
Q2
Sell
2025
Q1
$186K Hold
2024
Q4
$198K Hold
2024
Q3
$201K Sell
2024
Q2
$265K Hold
2024
Q1
$278K Hold
2023
Q4
$261K Buy