Coastal Bridge Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$680K Buy
3,488
+437
+14% +$85.2K 0.06% 247
2025
Q1
$568K Buy
+3,051
New +$568K 0.14% 154