Elite Financial’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
$5.41M Sell
27,324
-774
-3% -$153K 2.66% 13
2025
Q1
$5.23M Buy
28,098
+2,941
+12% +$548K 2.77% 13
2024
Q4
$4.99M Buy
+25,157
New +$4.99M 2.7% 12