Hart & Patterson Financial Group’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
2024 Q4	$896K	Sell	4,519 -17	-0.4%	-$3.37K	0.44%	43
2024 Q3	$911K	Sell	4,536 -520	-10%	-$104K	0.43%	43
2024 Q2	$923K	Buy	5,056 +230	+5%	+$42K	0.46%	40
2024 Q1	$926K	Sell	4,826 -54	-1%	-$10.4K	0.46%	40
2023 Q4	$878K	Buy	+4,880	New	+$878K	0.46%	35