Sterling Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Sterling Wealth Management’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.66M	Sell
2025 Q2	$7.43M	Buy
2024 Q4	$7.69M	Sell
2024 Q3	$7.9M	Sell
2024 Q2	$7.41M	Hold
2024 Q1	$7.78M	Buy
2023 Q4	$7.29M	Buy