Advyzon Investment Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.73M	Buy	8,877 +293	+3%	+$57.1K	0.38%	56
2025 Q1	$1.6M	Sell	8,584 -1,218	-12%	-$227K	0.57%	29
2024 Q4	$1.94M	Buy	+9,802	New	+$1.94M	0.75%	24