MSWA
VBR icon

Marshall & Sterling Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$18.3K Hold
94
– – 0.01% 268
2025
Q1 		$17.4K Hold
94
– – 0.01% 262
2024
Q4 		$18.4K Buy
+94
New +$18.4K 0.01% 195