Magnolia Private Wealth’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	$677K	Sell	3,471 -170	-5%	-$33.2K	0.52%	50
2025 Q1	$678K	Sell	3,641 -45	-1%	-$8.38K	0.56%	45
2024 Q4	$730K	Buy	+3,686	New	+$730K	0.63%	38