IFG Advisors’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	$942K	Buy	4,334 +5	+0.1%	+$1.12K	0.15%	69
2025 Q4	$917K	Buy	4,329 +8	+0.2%	+$1.68K	0.15%	65
2025 Q3	$902K	Buy	4,321 +4	+0.1%	+$818	0.15%	66
2025 Q2	$842K	Buy	4,317 +54	+1%	+$10K	0.14%	66
2025 Q1	$794K	Buy	4,263 +6	+0.1%	+$1.19K	0.15%	63
2024 Q4	$844K	Buy	4,257 +492	+13%	+$101K	0.17%	60
2024 Q3	$756K	Buy	3,765 +29	+0.8%	+$5.58K	0.16%	61
2024 Q2	$682K	Hold	3,736	–	–	0.16%	61
2024 Q1	$717K	Sell	3,736 -73	-2%	-$13.2K	0.19%	56
2023 Q4	$686K	Buy	3,809 +2	+0.1%	+$326	0.2%	56
2023 Q3	$607K	Sell	3,807 -502	-12%	-$83.9K	0.22%	53
2023 Q2	$713K	Buy	4,309 +506	+13%	+$79.7K	0.25%	47
2023 Q1	$604K	Buy	3,803 +3	+0.1%	+$497	0.24%	54
2022 Q4	$603K	Buy	3,800 +2	+0.1%	+$318	0.26%	49
2022 Q3	$545K	Buy	3,798 +985	+35%	+$156K	0.28%	52
2022 Q2	$421K	Buy	2,813 +357	+15%	+$58.5K	0.21%	63
2022 Q1	$432K	Buy	2,456 +37	+2%	+$6.43K	0.19%	74
2021 Q4	$433K	Buy	2,419 +1	+0%	+$178	0.18%	68
2021 Q3	$409K	Hold	2,418	–	–	0.19%	68
2021 Q2	$420K	Buy	2,418 +73	+3%	+$12.7K	0.2%	66
2021 Q1	$388K	Hold	2,345	–	–	0.21%	60
2020 Q4	$333K	Hold	2,345	–	–	0.21%	61
2020 Q3	$260K	Hold	2,345	–	–	0.18%	71
2020 Q2	$251K	Buy	2,345 +29	+1%	+$2.91K	0.2%	69
2020 Q1	$206K	Buy	+2,316	New	+$281K	0.2%	79