Madrona Financial Services’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	-1,104	Closed	-$219K	–	117
2024 Q4	$219K	Buy	1,104 +5	+0.5%	+$991	0.06%	101
2024 Q3	$221K	Sell	1,099 -42	-4%	-$8.43K	0.06%	95
2024 Q2	$208K	Hold	1,141	–	–	0.06%	90
2024 Q1	$219K	Buy	+1,141	New	+$219K	0.08%	86