JSW
VBR icon

Journey Strategic Wealth’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Journey Strategic 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 		$300K Sell
1,537
-196
-11% -$38.2K 0.01% 434
2025
Q1 		$323K Sell
1,733
-435
-20% -$81K 0.01% 315
2024
Q4 		$430K Sell
2,168
-1,527
-41% -$303K 0.02% 252
2024
Q3 		$742K Buy
+3,695
New +$742K 0.03% 163