UBS AM’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
Q4
$309K Buy
2021
Q2
Sell
2021
Q1
$454K Hold
2020
Q4
$454K Buy
2019
Q4
Sell
2019
Q3
$504K Sell
2019
Q2
$525K Buy
2019
Q1
$473K Buy
2018
Q4
$255K Buy
2018
Q3
$52.3K Buy
2018
Q2
$47.8K Buy
2018
Q1
$4.27K Hold
2017
Q4
$4.38K Hold
2017
Q3
$4.22K Hold
2017
Q2
$4.06K Buy