EP
VBR icon

Essential Planning’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Essential Planning’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
Q1 		– Sell
-55,956
Closed -$11.5M – 285
2024
Q4 		$11.5M Buy
+55,956
New +$11.5M 0.07% 77