MWM
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Mascagni Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Mascagni Wealth Management’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 		$1.3M Sell
6,664
-2,420
-27% -$472K 1.11% 27
2025
Q1 		$1.69M Hold
9,084
– – 1.68% 14
2024
Q4 		$1.69M Buy
+9,084
New +$1.69M 1.68% 14