Plum Street Advisors’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
2025
Q2
$7.84M Buy
2025
Q1
$7.38M Sell
2024
Q4
$7.89M Sell
2024
Q3
$8.44M Sell
2024
Q2
$7.85M Buy
2024
Q1
$8.44M Sell
2023
Q4
$8M Buy