Future You Wealth’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
$3.13M Sell
16,063
-1,007
-6% -$196K 1.7% 9
2025
Q1
$3.18M Sell
17,070
-1,960
-10% -$365K 2.04% 8
2024
Q4
$3.77M Buy
+19,030
New +$3.77M 2.67% 7