Anderson Financial Strategies’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
Sell
-1,400
Closed -$261K 206
2025
Q1
$261K Hold
1,400
0.16% 48
2024
Q4
$277K Buy
+1,400
New +$277K 0.17% 37