Cascade Financial 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
Q2 | $484K | Sell |
2,484
-278
| -10% | -$54.2K | 0.06% | 164 |
|
|
2025
Q1 | $515K | Buy |
2,762
+803
| +41% | +$150K | 0.06% | 153 |
|
|
2024
Q4 | $388K | Buy |
1,959
+128
| +7% | +$25.4K | 0.05% | 165 |
|
|
2024
Q3 | $368K | Buy |
1,831
+110
| +6% | +$22.1K | 0.05% | 169 |
|
|
2024
Q2 | $314K | Buy |
1,721
+65
| +4% | +$11.9K | 0.04% | 174 |
|
|
2024
Q1 | $301K | Buy |
+1,656
| New | +$301K | 0.04% | 177 |
|