AWM
VBR icon

Able Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Able Wealth Management’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-307
Closed -$55.2K – 545
2023
Q4 		$55.2K Buy
+307
New +$55.2K 0.05% 129