APW
VBR icon

Axim Planning & Wealth’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Axim Planning & 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 		$255K Sell
1,308
-250
-16% -$48.8K 0.23% 44
2025
Q1 		$290K Buy
1,558
+60
+4% +$11.2K 0.26% 19
2024
Q4 		$297K Buy
+1,498
New +$297K 0.32% 19