Modern Wealth Management’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	$540K	Sell	2,768 -81	-3%	-$15.8K	0.01%	452
2025 Q1	$531K	Buy	2,849 +234	+9%	+$43.6K	0.02%	407
2024 Q4	$518K	Buy	2,615 +169	+7%	+$33.5K	0.02%	356
2024 Q3	$491K	Sell	2,446 -14	-0.6%	-$2.81K	0.03%	256
2024 Q2	$449K	Buy	+2,460	New	+$449K	0.03%	239