Omega Financial Group’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	$206K	Buy	+1,058	New	+$206K	0.07%	86
2025 Q1	–	Sell	-1,052	Closed	-$208K	–	82
2024 Q4	$208K	Buy	1,052 +5	+0.5%	+$991	0.08%	79
2024 Q3	$210K	Buy	+1,047	New	+$210K	0.08%	78