BWM
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Bernard Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Bernard Wealth Management’s Portfolio VB Stock Details VB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-95
Closed -$21.1K – 396
2025
Q1 		$21.1K Buy
+95
New +$21.1K 0.01% 178