Evernest Financial Advisors’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
2024
Q4
Sell
-1,155
Closed -$232K 177
2024
Q3
$232K Buy
+1,155
New +$232K 0.06% 146