Fiduciary Financial Group’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	$3.29M	Buy	16,548 +611	+4%	+$121K	0.59%	34
2025 Q1	$2.7M	Sell	15,937 -609	-4%	-$103K	0.59%	35
2024 Q4	$3.23M	Buy	16,546 +798	+5%	+$156K	0.7%	28
2024 Q3	$3.12M	Buy	15,748 +688	+5%	+$136K	0.72%	29
2024 Q2	$2.95M	Buy	+15,060	New	+$2.95M	0.71%	31