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

Burling Wealth Partners’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$388K Hold
1,990
– – 0.07% 142
2025
Q1 		$371K Hold
1,990
– – 0.08% 134
2024
Q4 		$394K Buy
+1,990
New +$394K 0.08% 129