Elyxium Wealth’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
Sell
-2,103
Closed -$392K 172
2025
Q1
$392K Sell
2,103
-1,586
-43% -$295K 0.17% 101
2024
Q4
$731K Buy
3,689
+1,711
+87% +$339K 0.45% 38
2024
Q3
$397K Buy
+1,978
New +$397K 0.22% 82