Aurelius Family Office’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
$6.81M Sell
34,927
-352
-1% -$68.6K 3.22% 10
2025
Q1
$6.57M Sell
35,279
-997
-3% -$186K 3.33% 10
2024
Q4
$7.19M Buy
+36,276
New +$7.19M 3.63% 9