High Net Worth Advisory Group’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
2025
Q2
$1.02M Buy
2025
Q1
$941K Buy
2024
Q4
$998K Buy
2024
Q3
$908K Buy
2024
Q2
$564K Buy
2024
Q1
$302K Buy
2023
Q1
Sell
2022
Q4
$16.4K Sell
2022
Q3
$16K Buy