Axis Wealth Partners’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	$587K	Sell	3,011 -280	-9%	-$54.6K	0.39%	70
2025 Q1	$613K	Buy	3,291 +45	+1%	+$8.38K	0.45%	61
2024 Q4	$643K	Buy	+3,246	New	+$643K	0.54%	53