Chico Wealth RIA’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
2024 Q2	–	Sell	-1,047	Closed	-$201K	–	30
2024 Q1	$201K	Sell	1,047 -167	-14%	-$32K	0.19%	27
2023 Q4	$218K	Buy	+1,214	New	+$218K	0.23%	28
2023 Q3	–	Sell	-1,210	Closed	-$200K	–	30
2023 Q2	$200K	Buy	+1,210	New	+$200K	0.24%	21