XPN
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XY Planning Network’s Vanguard Small-Cap Value ETF VBR Stock Holding History

XY Planning Network’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 		$518K Buy
2,655
+1,470
+124% +$287K 0.18% 106
2025
Q1 		$221K Hold
1,185
– – 0.15% 99
2024
Q4 		$235K Buy
+1,185
New +$235K 0.18% 88