Curated Wealth 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 | $376K | Hold |
1,926
| – | – | 0.04% | 112 |
|
|
2025
Q1 | $359K | Sell |
1,926
-60
| -3% | -$11.2K | 0.05% | 113 |
|
|
2024
Q4 | $394K | Buy |
+1,986
| New | +$394K | 0.04% | 101 |
|
|
2023
Q1 | – | Sell |
-2,369
| Closed | -$376K | – | 141 |
|
|
2022
Q4 | $376K | Hold |
2,369
| – | – | 0.09% | 81 |
|
|
2022
Q3 | $340K | Hold |
2,369
| – | – | 0.1% | 82 |
|
|
2022
Q2 | $355K | Buy |
+2,369
| New | +$355K | 0.1% | 88 |
|