RWM
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Rialto Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Rialto Wealth 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 		$3.63M Sell
18,617
-651
-3% -$127K 1.01% 23
2025
Q1 		$3.59M Sell
19,268
-373
-2% -$69.5K 1.13% 21
2024
Q4 		$3.89M Buy
+19,641
New +$3.89M 1.29% 19