Intelligence Driven Advisers’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	$263K	Buy	1,213 +7	+0.6%	+$1.56K	0.05%	104
2025 Q4	$255K	Buy	1,206 +12	+1%	+$2.51K	0.04%	110
2025 Q3	$249K	Buy	1,194 +5	+0.4%	+$1.02K	0.03%	101
2025 Q2	$232K	Sell	1,189 -26	-2%	-$4.81K	0.04%	107
2025 Q1	$226K	Buy	1,215 +34	+3%	+$6.72K	0.04%	87
2024 Q4	$234K	Buy	1,181 +6	+0.5%	+$1.23K	0.04%	92
2024 Q3	$236K	Buy	1,175 +12	+1%	+$2.31K	0.03%	96
2024 Q2	$212K	Buy	+1,163	New	+$215K	0.03%	98
2020 Q1	–	Sell	-3,097	Closed	-$425K	–	94
2019 Q4	$425K	Sell	3,097 -79	-2%	-$10.5K	0.19%	55
2019 Q3	$409K	Sell	3,176 -148	-4%	-$18.9K	0.19%	57
2019 Q2	$434K	Sell	3,324 -220	-6%	-$28.6K	0.21%	65
2019 Q1	$456K	Buy	3,544 +957	+37%	+$122K	0.25%	58
2018 Q4	$295K	Buy	+2,587	New	+$327K	0.19%	77