Wealth Group’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
2025
Q2
Sell
2025
Q1
$306K Buy
2024
Q4
$285K Buy
2024
Q3
$250K Buy
2024
Q2
Sell
2024
Q1
$208K Buy