BGWM
VBR icon

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

Bridge Generations Wealth Management’s Portfolio VBR Stock Details VBR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.54M Hold
13,040
– – 1.54% 18
2025
Q1 		$2.43M Sell
13,040
-1,020
-7% -$190K 1.53% 17
2024
Q4 		$2.79M Buy
+14,060
New +$2.79M 1.84% 14