BWP
VB icon

Burling Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Burling Wealth Partners’s Portfolio VB Stock Details VB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$13.2M Sell
55,832
-1,329
-2% -$315K 2.44% 10
2025
Q1 		$12.7M Buy
57,161
+1,628
+3% +$361K 2.67% 8
2024
Q4 		$13.3M Buy
+55,533
New +$13.3M 2.72% 9