WhitTier Trust Company’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 | $383K | Sell |
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|
2025
Q2 | $383K | Buy |
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|
2025
Q1 | $338K | Sell |
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|
2024
Q4 | $413K | Hold |
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|
2024
Q3 | $418K | Sell |
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|
2024
Q2 | $411K | Sell |
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|
2024
Q1 | $599K | Buy |
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|
2023
Q4 | $405K | Buy |
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|
2023
Q3 | $289K | Hold |
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|
2023
Q2 | $300K | Hold |
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|
2023
Q1 | $288K | Hold |
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|
2022
Q4 | $288K | Hold |
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|
2022
Q3 | $260K | Hold |
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|
2022
Q2 | $271K | Buy |
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|
2022
Q1 | $308K | Sell |
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|
2021
Q4 | $348K | Hold |
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|
2021
Q3 | $329K | Hold |
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|
2021
Q2 | $338K | Hold |
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|
2021
Q1 | $322K | Hold |
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|
2020
Q4 | $276K | Sell |
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|
2020
Q3 | $254K | Hold |
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|
2020
Q2 | $245K | Hold |
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|
2020
Q1 | $204K | Sell |
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|
2019
Q4 | $343K | Hold |
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|
2019
Q3 | $322K | Hold |
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|
2019
Q2 | $326K | Buy |
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|
2019
Q1 | $295K | Sell |
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|
2018
Q4 | $288K | Buy |
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|
2018
Q3 | $320K | Hold |
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|
2018
Q2 | $312K | Sell |
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|
2018
Q1 | $303K | Hold |
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|
2017
Q4 | $311K | Hold |
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|
2017
Q3 | $300K | Hold |
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|
2017
Q2 | $288K | Buy |
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|
2017
Q1 | $196K | Hold |
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|
2016
Q4 | $193K | Buy |
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|
2016
Q3 | $121K | Buy |
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|
2016
Q2 | $88K | Buy |
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|
2016
Q1 | $24K | Hold |
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|
2015
Q4 | $23K | Hold |
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|
2015
Q3 | $23K | Hold |
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|
2015
Q2 | $26K | Hold |
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|
2015
Q1 | $26K | Buy |
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|
2014
Q4 | $24K | Hold |
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|
2014
Q3 | $22K | Hold |
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|
2014
Q2 | $24K | Hold |
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|
2014
Q1 | $23K | Hold |
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|
2013
Q4 | $22K | Buy |
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|
2013
Q3 | $2K | Sell |
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|
2013
Q2 | $3K | Buy |
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