AWG
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Altus Wealth Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Altus Wealth 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
2021
Q2 		– Sell
-521
Closed -$91K – 162
2021
Q1 		$91K Sell
521
-106
-17% -$18.5K 0.09% 114
2020
Q4 		$89K Buy
+627
New +$89K 0.09% 146