Salus Financial Advisors’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
$303K Hold
1,556
0.2% 26
2025
Q1
$290K Sell
1,556
-8
-0.5% -$1.49K 0.22% 29
2024
Q4
$310K Buy
+1,564
New +$310K 0.24% 28