PW
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Potentia Wealth’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Potentia Wealth’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 		$528K Hold
2,709
– – 0.3% 41
2025
Q1 		$505K Hold
2,709
– – 0.24% 52
2024
Q4 		$537K Buy
+2,709
New +$537K 0.24% 57