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Milestone Asset Management Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Milestone Asset Management Group’s Portfolio VBR Stock Details VBR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$300K Buy
1,537
+246
+19% +$48K 0.22% 81
2025
Q1 		$240K Buy
1,291
+6
+0.5% +$1.12K 0.22% 83
2024
Q4 		$255K Buy
+1,285
New +$255K 0.23% 83