Richmond Investment Services’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$732K Buy
3,752
+1,795
+92% +$350K 0.15% 92
2025
Q1
$365K Buy
1,957
+6
+0.3% +$1.12K 0.2% 75
2024
Q4
$387K Buy
+1,951
New +$387K 0.22% 66