NWM
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Navigoe Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Navigoe 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 		$9K Buy
49
+12
+32% +$2.2K 0.01% 116
2025
Q1 		$6K Hold
37
– – 0.01% 125
2024
Q4 		$7K Buy
+37
New +$7K 0.01% 122