Bernard Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9.81K Hold
2025
Q2
$9.17K Hold
2025
Q1
$8.76K Hold
2024
Q4
$9.31K Buy