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Forum Private Client Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Forum Private Client Group’s Portfolio VBR Stock Details VBR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,257
Closed -$208K – 60
2023
Q2 		$208K Buy
+1,257
New +$208K 0.12% 68