Private Wealth Management Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Private Wealth Management Group’s Portfolio VBR Stock Details VBR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$19K	Hold
2025 Q2	$17.7K	Hold
2025 Q1	$17K	Hold
2024 Q4	$18K	Sell
2024 Q3	$18.9K	Hold
2024 Q2	$17.2K	Hold
2024 Q1	$18K	Sell
2023 Q4	$17.3K	Buy