Coordinated Financial Services’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	$1.2M	Buy	6,154 +788	+15%	+$154K	0.83%	34
2025 Q1	$1,000K	Buy	5,366 +204	+4%	+$38K	0.77%	39
2024 Q4	$1.02M	Buy	+5,162	New	+$1.02M	0.8%	35
2024 Q2	$932K	Sell	5,104 -2	-0%	-$365	0.8%	35
2024 Q1	$980K	Buy	+5,106	New	+$980K	0.86%	33