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BWM Planning’s Vanguard Small-Cap Value ETF VBR Stock Holding History

BWM Planning’s Portfolio VBR Stock Details VBR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$322K Hold
1,651
– – 0.11% 65
2025
Q1 		$308K Buy
1,651
+1
+0.1% +$186 0.13% 64
2024
Q4 		$327K Buy
1,650
+35
+2% +$6.94K 0.14% 65
2024
Q3 		$324K Buy
+1,615
New +$324K 0.14% 63