Winthrop 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	$393K	Hold	2,014	–	–	0.1%	103
2025 Q1	$375K	Hold	2,014	–	–	0.1%	102
2024 Q4	$398K	Buy	+2,014	New	+$398K	0.11%	104
2024 Q1	–	Sell	-5,862	Closed	-$1.05M	–	291
2023 Q4	$1.05M	Buy	+5,862	New	+$1.05M	0.34%	59