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Sage Investment Counsel’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Sage Investment Counsel’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$752K Sell
3,855
-1,927
-33% -$376K 0.87% 34
2025
Q1 		$1.08M Sell
5,782
-564
-9% -$105K 1.37% 19
2024
Q4 		$1.26M Buy
+6,346
New +$1.26M 1.64% 12