Avant Financial Advisors’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
$589K Hold
3,018
0.48% 40
2025
Q1
$562K Hold
3,018
0.51% 38
2024
Q4
$598K Buy
+3,018
New +$598K 0.55% 38