WFAG
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Worth Financial Advisory Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Worth Financial Advisory Group’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,704
Closed -$1.06M – 123
2022
Q4 		$1.06M Buy
+6,704
New +$1.06M 1.24% 19