Asset Planning Corporation’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
2024 Q1	–	Sell	-1,183	Closed	-$213K	–	44
2023 Q4	$213K	Buy	+1,183	New	+$213K	0.16%	40
2021 Q1	–	Sell	-669	Closed	-$95K	–	65
2020 Q4	$95K	Buy	+669	New	+$95K	0.09%	44