Total Clarity Wealth Management’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	$6.69M	Sell	30,778 -9,652	-24%	-$2.16M	1.57%	7
2025 Q4	$8.56M	Buy	40,430 +3,686	+10%	+$772K	2.07%	4
2025 Q3	$7.67M	Sell	36,744 -4,507	-11%	-$922K	2.04%	4
2025 Q2	$8.04M	Buy	41,251 +23,750	+136%	+$4.4M	2.3%	3
2025 Q1	$3.47M	Hold	17,501	–	–	1.13%	18
2024 Q4	$3.47M	Buy	17,501 +7,908	+82%	+$1.62M	1.13%	18
2024 Q3	$1.93M	Sell	9,593 -3,467	-27%	-$666K	0.62%	44
2024 Q2	$2.38M	Buy	13,060 +8,988	+221%	+$1.66M	0.83%	36
2024 Q1	$781K	Sell	4,072 -7,085	-64%	-$1.28M	0.27%	102
2023 Q4	$2.01M	Buy	11,157 +8,839	+381%	+$1.44M	0.82%	32
2023 Q3	$370K	Buy	2,318 +62	+3%	+$10.4K	0.18%	140
2023 Q2	$373K	Sell	2,256 -466	-17%	-$73.4K	0.19%	134
2023 Q1	$432K	Sell	2,722 -145	-5%	-$24K	0.23%	98
2022 Q4	$455K	Buy	2,867 +28	+1%	+$4.46K	0.23%	107
2022 Q3	$407K	Buy	2,839 +4	+0.1%	+$635	0.25%	115
2022 Q2	$425K	Buy	2,835 +351	+14%	+$57.6K	0.22%	110
2022 Q1	$437K	Buy	+2,484	New	+$432K	0.24%	113