Ipsen Advisor 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	$203K	Buy	+1,042	New	+$203K	0.15%	98
2025 Q1	–	Sell	-1,036	Closed	-$205K	–	95
2024 Q4	$205K	Buy	+1,036	New	+$205K	0.18%	92
2022 Q4	$446K	Buy	+2,808	New	+$446K	0.51%	46