White Knight Strategic 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
Q1
Sell
-1,130
Closed -$224K 108
2024
Q4
$224K Buy
+1,130
New +$224K 0.09% 107
2022
Q2
Sell
-1,181
Closed -$208K 72
2022
Q1
$208K Sell
1,181
-108
-8% -$19K 0.22% 67
2021
Q4
$231K Buy
+1,289
New +$231K 0.24% 68