Hantz Financial Services’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
2026 Q1	$108K	Buy	496 +292	+143%	+$65.3K	﹤0.01%	1262
2025 Q4	$43K	Hold	204	–	–	﹤0.01%	1504
2025 Q3	$43K	Hold	204	–	–	﹤0.01%	1280
2025 Q2	$40K	Hold	204	–	–	﹤0.01%	1037
2025 Q1	$38K	Buy	+204	New	+$40.3K	﹤0.01%	743
2024 Q4	–	Sell	-25	Closed	-$5K	–	1215
2024 Q3	$5K	Buy	+25	New	+$4.81K	﹤0.01%	874
2024 Q2	–	Sell	-114	Closed	-$22K	–	1271
2024 Q1	$22K	Buy	+114	New	+$20.6K	﹤0.01%	737
2023 Q3	–	Sell	-223	Closed	-$37K	–	1193
2023 Q2	$37K	Sell	223 -8	-3%	-$1.26K	﹤0.01%	649
2023 Q1	$37K	Buy	+231	New	+$38.2K	﹤0.01%	650
2022 Q4	–	Sell	-230	Closed	-$33K	–	1160
2022 Q3	$33K	Hold	230	–	–	﹤0.01%	628
2022 Q2	$34K	Buy	230 +20	+10%	+$3.28K	﹤0.01%	620
2022 Q1	$37K	Sell	210 -4	-2%	-$695	﹤0.01%	634
2021 Q4	$38K	Buy	214 +4	+2%	+$711	﹤0.01%	577
2021 Q3	$36K	Buy	210 +200	+2,000%	+$34.2K	﹤0.01%	574
2021 Q2	$2K	Buy	+10	New	+$1.73K	﹤0.01%	767