Beaumont 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	$202K	Buy	+1,035	New	+$202K	0.01%	369
2025 Q1	–	Sell	-1,068	Closed	-$212K	–	388
2024 Q4	$212K	Buy	1,068 +35	+3%	+$6.94K	0.02%	350
2024 Q3	$207K	Buy	+1,033	New	+$207K	0.02%	337