AWM
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Aprio Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Aprio 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
2022
Q1 		– Sell
-1,885
Closed -$337K – 93
2021
Q4 		$337K Buy
+1,885
New +$337K 0.14% 54