Richard W. Paul & Associates’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Richard W. Paul & Associates’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 Q1	–	Sell
2024 Q4	$16.4K	Hold
2024 Q3	$16.7K	Hold
2024 Q2	$15.1K	Hold
2024 Q1	$15.9K	Hold
2023 Q4	$14.9K	Hold
2023 Q3	$13.2K	Hold
2023 Q2	$13.7K	Hold
2023 Q1	$13.2K	Sell
2022 Q4	$13.5K	Buy