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Optima Capital’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Optima Capital’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 		$2.23M Sell
11,373
-578
-5% -$113K 1.2% 24
2025
Q1 		$2.23M Sell
11,951
-33
-0.3% -$6.15K 1.42% 20
2024
Q4 		$2.38M Buy
+11,984
New +$2.38M 1.64% 13