N.E.W. Advisory Services’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	$193K	Sell	989 -429	-30%	-$83.7K	0.02%	189
2025 Q1	$264K	Buy	1,418 +190	+15%	+$35.4K	0.02%	181
2024 Q4	$243K	Buy	1,228 +13	+1%	+$2.58K	0.02%	173
2024 Q3	$244K	Sell	1,215 -115	-9%	-$23.1K	0.02%	171
2024 Q2	$243K	Buy	+1,330	New	+$243K	0.03%	153