Helen Stephens 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
2025 Q2	–	Sell	-2,060	Closed	-$384K	–	92
2025 Q1	$384K	Buy	+2,060	New	+$384K	0.11%	59