CPA
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Cathy Pareto & Associates’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Cathy Pareto & Associates’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.79M Sell
19,416
-1,523
-7% -$297K 3.13% 13
2025
Q1 		$3.9M Buy
20,939
+140
+0.7% +$26.1K 3.45% 9
2024
Q4 		$4.12M Buy
+20,799
New +$4.12M 3.79% 8