JPL Wealth Management’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 Q1	–	Sell	-3,394	Closed	-$673K	–	120
2024 Q4	$673K	Buy	+3,394	New	+$673K	0.19%	82
2024 Q2	$287K	Sell	1,575 -52	-3%	-$9.49K	0.14%	88
2024 Q1	$312K	Buy	+1,627	New	+$312K	0.17%	92