Wingate 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
-28
Closed -$5.55K 429
2024
Q4
$5.55K Buy
+28
New +$5.55K 0.01% 381