Cape Investment Advisory’s Vanguard Small-Cap ETF VB Stock Holding History

Cape Investment Advisory’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$493K	Buy
2025 Q1	$427K	Buy
2024 Q4	$432K	Buy
2024 Q3	$269K	Buy
2024 Q2	$127K	Buy
2024 Q1	$128K	Buy
2023 Q4	$117K	Sell
2023 Q3	$153K	Buy
2023 Q2	$138K	Sell
2023 Q1	$134K	Buy