Fidelis Capital Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Fidelis Capital Partners’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 Q3	$469K	Hold
2025 Q2	$445K	Hold
2025 Q1	$402K	Sell
2024 Q4	$490K	Buy
2024 Q3	$417K	Buy
2024 Q2	$343K	Buy
2024 Q1	$321K	Buy
2023 Q4	$289K	Hold
2023 Q3	$256K	Sell
2023 Q2	$369K	Buy