ProVise Management Group, LLC
Holdings in VBF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,850,324 | 120,073 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $1,995,996 | 126,489 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $1,980,010 | 128,239 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $2,043,518 | 132,181 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $2,017,071 | 130,724 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $1,897,023 | 111,524 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $1,585,473 | 98,845 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $1,464,683 | 93,590 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $1,459,429 | 95,952 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $1,372,870 | 94,877 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $1,483,342 | 99,687 | Shares | Sole | 2023-08-24 |
| 2023-03-31 | $1,445,766 | 93,820 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $479,024 | 30,550 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $252,852 | 17,547 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $249,695 | 15,347 | Shares | Sole | 2022-08-08 |