FWP
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Forefront Wealth Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Forefront Wealth Partners’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 		$576K Buy
2,906
+180
+7% +$35.7K 0.4% 52
2025
Q1 		$508K Sell
2,726
-180
-6% -$33.5K 0.35% 69
2024
Q4 		$576K Buy
+2,906
New +$576K 0.43% 50