MAWA
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Moss Adams Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Moss Adams 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
Q2 		– Sell
-72
Closed -$11.4K – 182
2023
Q1 		$11.4K Sell
72
-5,322
-99% -$845K ﹤0.01% 135
2022
Q4 		$857K Buy
+5,394
New +$857K 0.43% 38