EF
VBR icon

Envision Financial’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Envision Financial’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 		$3.07M Sell
15,762
-106
-0.7% -$20.7K 2.05% 16
2025
Q1 		$2.96M Sell
15,868
-453
-3% -$84.4K 2.23% 16
2024
Q4 		$3.23M Buy
+16,321
New +$3.23M 2.59% 15