Simplicity Wealth’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	$924K	Buy	+4,736	New	+$924K	0.04%	343
2024 Q3	–	Sell	-2,728	Closed	-$498K	–	1174
2024 Q2	$498K	Sell	2,728 -2,896	-51%	-$529K	0.01%	763
2024 Q1	$1.08M	Buy	+5,624	New	+$1.08M	0.03%	498