Bleakley Financial Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bleakley Financial Group’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$691K	Buy
2024 Q3	$556K	Buy
2024 Q2	$498K	Sell
2024 Q1	$531K	Sell
2023 Q4	$519K	Sell
2023 Q3	$557K	Sell
2023 Q2	$631K	Buy
2023 Q1	$596K	Sell
2022 Q4	$603K	Buy