Kaydan 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 Q2	–	Sell	-107,129	Closed	-$20M	–	118
2025 Q1	$20M	Sell	107,129 -35,279	-25%	-$6.57M	6.4%	7
2024 Q4	$28.2M	Sell	142,408 -2,194	-2%	-$435K	9.38%	2
2024 Q3	$29M	Buy	144,602 +107,703	+292%	+$21.6M	8.57%	3
2024 Q2	$6.73M	Buy	+36,899	New	+$6.73M	2.39%	10