CWM
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Centricity Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Centricity Wealth Management’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 		$101K Hold
517
– – 0.08% 120
2025
Q1 		$96.3K Hold
517
– – 0.09% 117
2024
Q4 		$102K Buy
+517
New +$102K 0.1% 112