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

Gen-Wealth Partners’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$95.5K Buy
440
+1
+0.2% +$224 0.03% 337
2025
Q4 		$93.1K Buy
439
+2
+0.5% +$419 0.03% 331
2025
Q3 		$91.2K Buy
437
+2
+0.5% +$409 0.03% 332
2025
Q2 		$84.9K Buy
435
+2
+0.5% +$370 0.03% 297
2025
Q1 		$80.7K Buy
433
+1
+0.2% +$198 0.03% 297
2024
Q4 		$85.5K Buy
432
+1
+0.2% +$205 0.04% 301
2024
Q3 		$86.8K Sell
431
-237
-35% -$45.6K 0.04% 301
2024
Q2 		$122K Hold
668
– – 0.06% 263
2024
Q1 		$128K Buy
+668
New +$121K 0.06% 273

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Morgan Stanley
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return