MRWM

ML&R Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,354	Closed	-$216K	–	76
2023 Q3	$216K	Buy	+1,354	New	+$216K	0.06%	61
2022 Q4	–	Sell	-2,146	Closed	-$308K	–	71
2022 Q3	$308K	Buy	+2,146	New	+$308K	0.1%	49