Investmark Advisory Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Investmark Advisory Group’s Portfolio VBR Stock Details VBR Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$567K	Buy
2025 Q2	$507K	Buy
2025 Q1	$479K	Buy
2024 Q4	$503K	Buy
2024 Q3	$507K	Buy
2024 Q2	$460K	Sell
2024 Q1	$484K	Buy
2023 Q4	$450K	Buy
2023 Q3	$246K	Buy
2022 Q1	–	Sell
2021 Q4	$66K	Buy