Summit X LLC’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
$711K Buy
3,646
+1,823
+100% +$356K 0.13% 113
2025
Q1
$340K Sell
1,823
-15
-0.8% -$2.79K 0.07% 156
2024
Q4
$364K Buy
+1,838
New +$364K 0.08% 144