Aspen Wealth Strategies’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.26M Buy
2023
Q4
Sell
2023
Q3
$400K Buy
2023
Q2
$358K Sell
2023
Q1
$367K Buy
2022
Q4
$290K Buy