Murphy Middleton Hinkle & Parker’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	$357K	Hold	1,920	–	–	0.2%	104
2025 Q1	$357K	Hold	1,920	–	–	0.2%	104
2024 Q4	$381K	Hold	1,920	–	–	0.22%	101
2024 Q3	$385K	Hold	1,920	–	–	0.21%	107
2024 Q2	$350K	Hold	1,920	–	–	0.2%	107
2024 Q1	$368K	Buy	1,920 +11	+0.6%	+$2.11K	0.21%	105
2023 Q4	$344K	Hold	1,909	–	–	0.21%	106
2023 Q3	$304K	Buy	1,909 +39	+2%	+$6.22K	0.2%	111
2023 Q2	$309K	Hold	1,870	–	–	0.19%	111
2023 Q1	$297K	Hold	1,870	–	–	0.18%	117
2022 Q4	$297K	Hold	1,870	–	–	0.19%	113
2022 Q3	$268K	Hold	1,870	–	–	0.19%	111
2022 Q2	$280K	Hold	1,870	–	–	0.18%	113
2022 Q1	$329K	Hold	1,870	–	–	0.18%	116
2021 Q4	$334K	Buy	1,870 +20	+1%	+$3.57K	0.18%	117
2021 Q3	$313K	Hold	1,850	–	–	0.18%	118
2021 Q2	$321K	Hold	1,850	–	–	0.18%	120
2021 Q1	$306K	Hold	1,850	–	–	0.18%	122
2020 Q4	$263K	Hold	1,850	–	–	0.18%	123
2020 Q3	$205K	Buy	+1,850	New	+$205K	0.15%	130
2020 Q1	–	Sell	-1,970	Closed	-$270K	–	131
2019 Q4	$270K	Hold	1,970	–	–	0.18%	115
2019 Q3	$254K	Hold	1,970	–	–	0.18%	115
2019 Q2	$257K	Hold	1,970	–	–	0.18%	117
2019 Q1	$254K	Hold	1,970	–	–	0.17%	114
2018 Q4	$225K	Hold	1,970	–	–	0.17%	112
2018 Q3	$275K	Hold	1,970	–	–	0.19%	112
2018 Q2	$268K	Hold	1,970	–	–	0.2%	111
2018 Q1	$255K	Hold	1,970	–	–	0.2%	106
2017 Q4	$262K	Buy	+1,970	New	+$262K	0.19%	108