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Flywheel Private Wealth’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Flywheel Private Wealth’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 		$10.4M Buy
53,355
+6,348
+14% +$1.24M 8.35% 2
2025
Q1 		$8.76M Buy
47,007
+192
+0.4% +$35.8K 7.98% 2
2024
Q4 		$9.28M Buy
+46,815
New +$9.28M 8.53% 2