Madison Wealth Partners’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	$662K	Sell	3,394 -2	-0.1%	-$390	0.14%	74
2025 Q1	$633K	Sell	3,396 -54	-2%	-$10.1K	0.16%	71
2024 Q4	$684K	Sell	3,450 -76	-2%	-$15.1K	0.19%	66
2024 Q3	$708K	Buy	+3,526	New	+$708K	0.21%	61