9WM
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9258 Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

9258 Wealth Management’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,818
Closed -$289K – 336
2022
Q4 		$289K Buy
+1,818
New +$289K 0.06% 260