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Bordeaux Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bordeaux Wealth Advisors’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,258
Closed -$226K – 123
2023
Q4 		$226K Buy
+1,258
New +$226K 0.08% 100