Discipline Wealth Solutions’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Discipline Wealth Solutions’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 Q2	$2.56M	Buy
2025 Q1	$949K	Sell
2024 Q4	$1.19M	Sell
2024 Q3	$1.34M	Buy
2024 Q2	$906K	Buy
2024 Q1	$427K	Sell
2023 Q4	$609K	Buy