Dakota Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Dakota Wealth Management’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$258K	Sell
2025 Q2	$437K	Sell
2025 Q1	$470K	Buy
2024 Q4	$459K	Sell
2024 Q3	$473K	Sell
2024 Q2	$451K	Buy
2024 Q1	$420K	Buy
2023 Q4	$309K	Buy