Yukon Wealth 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
$650K Sell
3,335
-1,148
-26% -$224K 0.23% 66
2025
Q1
$835K Buy
+4,483
New +$835K 0.35% 54