Mowery & Schoenfeld Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$165K	Hold
2025 Q1	$157K	Hold
2024 Q4	$167K	Hold
2024 Q3	$169K	Hold
2024 Q2	$154K	Hold
2024 Q1	$162K	Hold
2023 Q4	$152K	Buy