Trust Company of the South’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
$2.91M Hold
2025
Q2
$2.72M Buy
2025
Q1
$1.65M Hold
2024
Q4
$1.75M Buy
2024
Q3
$975K Hold
2024
Q2
$886K Hold
2024
Q1
$932K Buy
2023
Q4
$505K Buy