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

GeoWealth 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	$7.07M	Sell
2025 Q2	$6.78M	Buy
2025 Q1	$5.76M	Sell
2024 Q4	$6.44M	Sell
2024 Q3	$7.03M	Sell
2024 Q2	$7.58M	Buy
2024 Q1	$7.81M	Buy
2019 Q4	–	Sell
2019 Q3	$374K	Buy