Minot Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$375K Buy
2022
Q1
$370K Buy
2021
Q4
$352K Buy
2021
Q3
$329K Buy
2021
Q2
$280K Buy
2021
Q1
$269K Hold
2020
Q4
$231K Buy