World Equity Group’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
$215K Buy
+1,103
New +$215K 0.06% 302
2025
Q1
Sell
-1,996
Closed -$396K 377
2024
Q4
$396K Buy
+1,996
New +$396K 0.08% 226
2023
Q2
Sell
-5,418
Closed -$266K 551
2023
Q1
$266K Buy
+5,418
New +$266K 0.04% 401