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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$553K	Buy
2025 Q2	$399K	Buy
2025 Q1	$241K	Buy