Columbia Advisory 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
2024
Q4
Sell
-2,084
Closed -$418K 72
2024
Q3
$418K Buy
+2,084
New +$418K 0.4% 33