AW
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Alteri Wealth’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Alteri Wealth’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.23M Buy
6,312
+10
+0.2% +$1.95K 0.48% 43
2025
Q1 		$1.17M Sell
6,302
-411
-6% -$76.6K 0.52% 44
2024
Q4 		$1.33M Buy
+6,713
New +$1.33M 0.37% 36