BWM
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Brown Wealth Management’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Brown Wealth Management’s Portfolio VFMV Stock Details VFMV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,150
Closed -$241K – 97
2024
Q1 		$241K Hold
2,150
– – 0.1% 79
2023
Q4 		$225K Hold
2,150
– – 0.1% 78
2023
Q3 		$207K Hold
2,150
– – 0.1% 76
2023
Q2 		$215K Buy
+2,150
New +$215K 0.11% 85