Robinson Smith Wealth 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
Q3
$319K Hold
2025
Q2
$298K Hold
2025
Q1
$285K Buy
2024
Q4
$297K Hold
2024
Q3
$301K Sell
2024
Q2
$279K Buy
2024
Q1
$288K Buy
2023
Q4
$270K Buy