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IVC Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

IVC Wealth Advisors’s Portfolio VBR Stock Details VBR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.17M Buy
11,108
+1,405
+14% +$274K 1.06% 17
2025
Q1 		$1.81M Buy
+9,703
New +$1.81M 0.97% 20