Beckerman Institutional’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	$590K	Sell	3,023 -81	-3%	-$15.8K	0.39%	61
2025 Q1	$578K	Buy	3,104 +162	+6%	+$30.2K	0.42%	62
2024 Q4	$583K	Buy	2,942 +200	+7%	+$39.6K	0.47%	57
2024 Q3	$551K	Buy	+2,742	New	+$551K	0.46%	56