FDW
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Fourth Dimension Wealth’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Fourth Dimension 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 		$298K Sell
1,528
-709
-32% -$138K 0.13% 96
2025
Q1 		$417K Sell
2,237
-48
-2% -$8.94K 0.2% 78
2024
Q4 		$453K Buy
+2,285
New +$453K 0.24% 72