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

Copia 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 		$489K Buy
2,510
+227
+10% +$44.3K 0.41% 47
2025
Q1 		$425K Buy
2,283
+213
+10% +$39.7K 0.39% 50
2024
Q4 		$410K Buy
+2,070
New +$410K 0.39% 51