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

TrinityPoint Wealth’s Portfolio VBR Stock Details VBR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$573K	Buy
2024 Q3	$572K	Sell
2024 Q2	$522K	Hold
2024 Q1	$548K	Sell
2023 Q4	$533K	Buy
2023 Q3	$357K	Buy
2023 Q2	$278K	Buy
2023 Q1	$264K	Buy