Strategic Wealth Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Strategic Wealth Partners’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	$88.7K	Sell
2025 Q2	$86.6K	Buy
2023 Q1	–	Sell
2022 Q4	$283K	Sell
2022 Q3	$333K	Buy
2022 Q2	$297K	Buy
2018 Q4	–	Sell
2018 Q3	$24K	Hold
2018 Q2	$23K	Sell
2018 Q1	$40K	Buy
2017 Q4	$34K	Buy