Harvest Group Wealth Management’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
2023 Q1	$645K	Sell	4,063 -669	-14%	-$106K	0.4%	34
2022 Q4	$751K	Sell	4,732 -83	-2%	-$13.2K	0.49%	32
2022 Q3	$732K	Sell	4,815 -208	-4%	-$31.6K	0.49%	32
2022 Q2	$817K	Buy	+5,023	New	+$817K	0.5%	33