MW
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Milestone Wealth’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Milestone Wealth’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$226K Hold
1,572
– – 0.25% 43
2022
Q2 		$236K Sell
1,572
-170
-10% -$25.5K 0.25% 47
2022
Q1 		$312K Hold
1,742
– – 0.25% 45
2021
Q4 		$312K Buy
+1,742
New +$312K 0.25% 45