Cascade Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Cascade Wealth Advisors’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$464K	Hold
2024 Q4	$531K	Sell
2024 Q3	$695K	Hold
2024 Q2	$670K	Hold
2024 Q1	$629K	Buy