Foundations Investment Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Foundations Investment Advisors’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	$444K	Buy
2025 Q2	$352K	Sell
2025 Q1	$2.41M	Buy
2024 Q4	$2.31M	Buy
2023 Q3	–	Sell
2023 Q2	$1.94M	Buy