WealthTrak Capital Management’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	$342K	Buy	1,755 +112	+7%	+$21.8K	0.29%	61
2025 Q1	$306K	Sell	1,643 -89	-5%	-$16.6K	0.26%	60
2024 Q4	$343K	Buy	+1,732	New	+$343K	0.29%	58