PWAM
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Private Wealth Asset Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Private Wealth Asset 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 		$70.8K Buy
363
+131
+56% +$25.5K 0.01% 346
2025
Q1 		$43.2K Buy
+232
New +$43.2K 0.01% 410