Castleview 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 |
-84
| Closed | -$16.6K | – | 550 |
|
|
2024
Q4 | $16.6K | Hold |
84
| – | – | 0.01% | 499 |
|
|
2024
Q3 | $16.9K | Hold |
84
| – | – | 0.01% | 466 |
|
|
2024
Q2 | $15.3K | Hold |
84
| – | – | 0.01% | 466 |
|
|
2024
Q1 | $16.1K | Buy |
84
+7
| +9% | +$1.34K | 0.01% | 490 |
|
|
2023
Q4 | $13.9K | Buy |
+77
| New | +$13.9K | 0.01% | 482 |
|