Park Square 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
$44.9K Buy
230
+40
+21% +$7.8K 0.03% 315
2025
Q1
$35.4K Hold
190
0.03% 329
2024
Q4
$37.7K Buy
+190
New +$37.7K 0.03% 320