Opulen 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	$2.61M	Buy	13,360 +187	+1%	+$36.5K	2.14%	9
2025 Q1	$2.45M	Buy	13,173 +301	+2%	+$56.1K	2.23%	8
2024 Q4	$2.55M	Buy	+12,872	New	+$2.55M	2.32%	8