EnRich Financial Partners’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 Q1	–	Sell	-551	Closed	-$109K	–	203
2024 Q4	$109K	Hold	551	–	–	0.04%	72
2024 Q3	$111K	Buy	551 +16	+3%	+$3.21K	0.04%	71
2024 Q2	$97.6K	Sell	535 -86	-14%	-$15.7K	0.04%	73
2024 Q1	$119K	Buy	+621	New	+$119K	0.04%	64