Advocacy Wealth Management Services’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Advocacy Wealth Management Services’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
2025 Q3	$272K	Buy
2016 Q2	–	Sell
2016 Q1	$242K	Sell
2015 Q4	$760K	Buy
2013 Q3	$964K	Buy
2013 Q2	$194K	Buy