VWA
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VSM Wealth Advisory’s Vanguard Small-Cap Value ETF VBR Stock Holding History

VSM Wealth Advisory’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$939K Sell
4,813
-376
-7% -$73.3K 0.31% 39
2025
Q1 		$967K Sell
5,189
-155
-3% -$28.9K 0.35% 35
2024
Q4 		$1.06M Buy
+5,344
New +$1.06M 0.38% 34