Carmel Capital Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,065	Closed	-$211K	–	156
2024 Q4	$211K	Hold	1,065	–	–	0.09%	140
2024 Q3	$214K	Buy	+1,065	New	+$214K	0.08%	157
2023 Q2	–	Sell	-90	Closed	-$14.3K	–	478
2023 Q1	$14.3K	Buy	+90	New	+$14.3K	0.01%	308