New Wave Wealth Advisors’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
Q1
Sell
-20
Closed -$3.96K 649
2024
Q4
$3.96K Buy
+20
New +$3.96K ﹤0.01% 465