RPGNY
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Retirement Planning Group (New York)’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Retirement Planning Group (New York)’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 		$399K Buy
2,036
+741
+57% +$145K 0.35% 50
2025
Q1 		$241K Buy
+1,295
New +$241K 0.25% 65