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Whipplewood Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Whipplewood Advisors’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 		$178K Buy
914
+650
+246% +$127K 0.1% 177
2025
Q1 		$170K Sell
264
-650
-71% -$419K 0.1% 176
2024
Q4 		$181K Buy
+914
New +$181K 0.1% 170