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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$321K Hold
2025
Q2
$300K Hold
2025
Q1
$286K Hold
2024
Q4
$304K Hold
2024
Q3
$308K Sell
2024
Q2
$283K Buy
2024
Q1
$295K Hold
2023
Q4
$276K Buy