Gray Private 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
$216K Buy
+1,108
New +$216K 0.12% 42
2024
Q3
Sell
-1,182
Closed -$216K 41
2024
Q2
$216K Buy
+1,182
New +$216K 0.14% 35