Provenance Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Provenance Wealth Advisors’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.96K	Sell
2025 Q1	$16.3K	Hold
2024 Q4	$17.3K	Hold
2024 Q3	$17.6K	Hold
2024 Q2	$16K	Sell
2024 Q1	$25.8K	Buy
2023 Q4	$12K	Buy