Paragon Financial Partners’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
Sell
-1,261
Closed -$235K 71
2025
Q1
$235K Buy
1,261
+156
+14% +$29.1K 0.18% 64
2024
Q4
$219K Buy
+1,105
New +$219K 0.17% 70