CA
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Clune & Associates’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Clune & Associates’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 		$1.92M Buy
9,865
+390
+4% +$76.1K 0.53% 55
2025
Q1 		$1.77M Buy
9,475
+108
+1% +$20.1K 0.54% 55
2024
Q4 		$1.86M Buy
+9,367
New +$1.86M 0.62% 50