EFG
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Ehrlich Financial Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Ehrlich Financial Group’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 		$227K Buy
1,163
+50
+4% +$9.75K 0.15% 100
2025
Q1 		$207K Buy
+1,113
New +$207K 0.15% 98