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OFC Financial Planning’s Vanguard Small-Cap Value ETF VBR Stock Holding History

OFC Financial Planning’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 		$1.81M Sell
9,269
-40
-0.4% -$7.8K 1.92% 10
2025
Q1 		$1.73M Buy
9,309
+132
+1% +$24.6K 1.96% 10
2024
Q4 		$1.82M Buy
+9,177
New +$1.82M 1.92% 9