Veritable’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Veritable’s Portfolio VBR Stock Details VBR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$10.5M	Buy
2023 Q1	$8.14M	Buy
2022 Q4	$2.49M	Sell
2022 Q3	$2.25M	Sell
2022 Q2	$2.4M	Sell
2022 Q1	$3.98M	Buy
2021 Q4	$3.67M	Buy
2021 Q3	$1.9M	Sell
2021 Q2	$1.97M	Hold
2021 Q1	$1.88M	Hold
2020 Q4	$1.61M	Hold
2020 Q3	$1.25M	Hold
2020 Q2	$1.21M	Sell
2020 Q1	$1.05M	Buy
2019 Q4	$1.58M	Buy
2019 Q3	$1.35M	Hold
2019 Q2	$1.37M	Hold
2019 Q1	$1.35M	Buy
2018 Q4	$1.12M	Hold
2018 Q3	$1.36M	Hold
2018 Q2	$1.33M	Hold
2018 Q1	$1.27M	Hold
2017 Q4	$1.3M	Hold
2017 Q3	$1.25M	Hold
2017 Q2	$1.2M	Hold
2017 Q1	$1.2M	Hold
2016 Q4	$1.19M	Sell
2016 Q3	$1.08M	Hold
2016 Q2	$1.03M	Hold
2016 Q1	$998K	Hold
2015 Q4	$968K	Hold
2015 Q3	$949K	Hold
2015 Q2	$1.06M	Sell
2015 Q1	$1.1M	Hold
2014 Q4	$1.06M	Hold
2014 Q3	$1M	Sell
2014 Q2	$1.06M	Sell
2014 Q1	$1.01M	Sell
2013 Q4	$1.04M	Sell
2013 Q3	$968K	Buy