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Family Legacy Financial Solutions’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Family Legacy Financial 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
Q4 		– Sell
-61
Closed -$12.7K – 222
2025
Q3 		$12.7K Buy
+61
New +$12.5K 0.01% 151

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Family Legacy Financial Solutions's VBR Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2025, closing a stake of 61 shares — an estimated $12.7K sold.

Family Legacy Financial Solutions first reported a position in VBR in Q3 2025 and held it in 1 quarter. The position peaked at $12.7K in Q3 2025. 1,663 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 61 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2025, an estimated $12.7K.
  • Family Legacy Financial Solutions first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Family Legacy Financial Solutions's Vanguard Morningstar Small-Cap Value ETF position peaked at $12.7K in Q3 2025.
  • 1,663 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.