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Capstone Wealth Management Group (Oregon)’s Vanguard Small-Cap ETF VB Stock Holding History

Capstone Wealth Management Group (Oregon)’s Portfolio VB Stock Details VB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.19M Sell
5,026
-348
-6% -$82.5K 0.87% 36
2025
Q1 		$1.19M Sell
5,374
-1,565
-23% -$347K 0.95% 30
2024
Q4 		$1.67M Buy
+6,939
New +$1.67M 1.27% 24