Fonville Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Fonville Wealth Management’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 Q3	$813K	Sell
2025 Q2	$762K	Buy
2025 Q1	$626K	Buy
2024 Q4	$275K	Buy
2024 Q3	$279K	Buy
2024 Q2	$254K	Buy
2024 Q1	$249K	Buy
2023 Q4	$204K	Buy