Berger Financial Group’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
$237K Sell
1,215
-102
-8% -$19.9K 0.02% 375
2025
Q1
$245K Sell
1,317
-26
-2% -$4.84K 0.02% 372
2024
Q4
$266K Buy
+1,343
New +$266K 0.02% 339