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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$222K Buy
2025
Q1
Sell
2024
Q4
$211K Hold
2024
Q3
$214K Buy
2023
Q2
Sell
2023
Q1
$14.3K Buy