Vestia Personal Wealth Advisors’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	$287K	Sell	1,469 -56	-4%	-$10.9K	0.2%	74
2025 Q1	$284K	Buy	1,525 +66	+5%	+$12.3K	0.22%	66
2024 Q4	$289K	Buy	1,459 +43	+3%	+$8.52K	0.24%	65
2024 Q3	$284K	Sell	1,416 -1	-0.1%	-$201	0.27%	60
2024 Q2	$259K	Buy	+1,417	New	+$259K	0.28%	59