HIW
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Holos Integrated Wealth’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Holos Integrated 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 		$223K Hold
1,125
– – 0.13% 56
2025
Q1 		$210K Hold
1,125
– – 0.14% 63
2024
Q4 		$223K Buy
+1,125
New +$223K 0.15% 53