Sunbelt Securities’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$85.8K	Buy	395 +2	+0.5%	+$447	0.01%	886
2025 Q4	$83.3K	Sell	393 -2,373	-86%	-$497K	0.01%	872
2025 Q3	$577K	Buy	2,766 +2,643	+2,149%	+$540K	0.04%	354
2025 Q2	$24.4K	Buy	123 +2	+2%	+$370	﹤0.01%	1120
2025 Q1	$22.6K	Sell	121 -2	-2%	-$395	﹤0.01%	1095
2024 Q4	$24.3K	Buy	123 +1	+0.8%	+$205	﹤0.01%	1119
2024 Q3	$24.6K	Buy	+122	New	+$23.5K	﹤0.01%	1120
2024 Q2	–	Sell	-7	Closed	-$1.34K	–	1820
2024 Q1	$1.34K	Buy	7 +2	+40%	+$361	﹤0.01%	1559
2023 Q4	$900	Sell	5 -47	-90%	-$7.67K	﹤0.01%	1551
2023 Q3	$8.29K	Sell	52 -96	-65%	-$16.1K	﹤0.01%	1200
2023 Q2	$24.5K	Buy	148 +13	+10%	+$2.05K	﹤0.01%	970
2023 Q1	$21.1K	Buy	+135	New	+$22.3K	﹤0.01%	943