Opes Wealth Management’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
2024 Q1	–	Sell	-1,457	Closed	-$262K	–	134
2023 Q4	$262K	Sell	1,457 -370	-20%	-$66.6K	0.06%	113
2023 Q3	$291K	Sell	1,827 -3,916	-68%	-$625K	0.08%	101
2023 Q2	$950K	Buy	+5,743	New	+$950K	0.27%	55