JPL Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

JPL Wealth Management’s Portfolio VBR Stock Details VBR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$83.7K	Buy
2025 Q1	–	Sell
2024 Q4	$673K	Buy
2024 Q2	$287K	Sell
2024 Q1	$312K	Buy