MWA
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Mills Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Mills Wealth Advisors’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,626
Closed -$258K – 54
2022
Q4 		$258K Buy
+1,626
New +$258K 0.23% 47