Partners in Financial Planning’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.1M	Buy	101,889 +280	+0.3%	+$62.6K	3.67%	7
2025 Q4	$21.5M	Buy	101,609 +1,393	+1%	+$292K	3.64%	7
2025 Q3	$20.9M	Sell	100,216 -357	-0.4%	-$73K	3.62%	7
2025 Q2	$19.6M	Buy	100,573 +2,185	+2%	+$404K	3.62%	7
2025 Q1	$18.3M	Buy	98,388 +4,711	+5%	+$931K	3.68%	7
2024 Q4	$18.6M	Buy	93,677 +979	+1%	+$201K	3.79%	7
2024 Q3	$18.6M	Buy	92,698 +1,230	+1%	+$236K	3.75%	7
2024 Q2	$16.7M	Buy	91,468 +62	+0.1%	+$11.5K	3.63%	7
2024 Q1	$17.5M	Buy	91,406 +331	+0.4%	+$59.7K	3.9%	7
2023 Q4	$16.4M	Buy	91,075 +826	+0.9%	+$135K	3.85%	7
2023 Q3	$14.4M	Buy	90,249 +4,147	+5%	+$693K	3.71%	7
2023 Q2	$14.2M	Sell	86,102 -1,028	-1%	-$162K	3.63%	7
2023 Q1	$13.8M	Buy	87,130 +807	+0.9%	+$134K	3.64%	7
2022 Q4	$13.7M	Buy	86,323 +197	+0.2%	+$31.4K	3.78%	7
2022 Q3	$14.2M	Buy	86,126 +14,458	+20%	+$2.3M	4.06%	7
2022 Q2	$11.8M	Buy	71,668 +800	+1%	+$131K	3.74%	8
2022 Q1	$12.1M	Buy	70,868 +1,739	+3%	+$302K	3.8%	8
2021 Q4	$11.9M	Buy	69,129 +2,547	+4%	+$453K	3.65%	8
2021 Q3	$11.3M	Sell	66,582 -264	-0.4%	-$45.2K	3.52%	9
2021 Q2	$11.6M	Buy	+66,846	New	+$11.6M	3.63%	9