Williams Jones Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Williams Jones Wealth Management’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$446K	Buy
2024 Q3	$413K	Sell
2024 Q2	$398K	Hold
2024 Q1	$418K	Buy
2023 Q4	$283K	Sell
2023 Q3	$261K	Sell
2023 Q2	$283K	Buy
2023 Q1	$245K	Buy