WP
Westmount Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,426
| Closed | -$266K | – | 255 |
|
|
2025
Q1 | $266K | Buy |
1,426
+350
| +33% | +$65.2K | 0.08% | 200 |
|
|
2024
Q4 | $213K | Sell |
1,076
-137
| -11% | -$27.2K | 0.06% | 201 |
|
|
2024
Q3 | $244K | Buy |
+1,213
| New | +$244K | 0.07% | 194 |
|
|
2024
Q2 | – | Sell |
-1,550
| Closed | -$297K | – | 227 |
|
|
2024
Q1 | $297K | Buy |
1,550
+229
| +17% | +$44K | 0.11% | 163 |
|
|
2023
Q4 | $238K | Buy |
1,321
+3
| +0.2% | +$540 | 0.1% | 168 |
|
|
2023
Q3 | $210K | Buy |
1,318
+3
| +0.2% | +$478 | 0.09% | 176 |
|
|
2023
Q2 | $218K | Buy |
1,315
+3
| +0.2% | +$496 | 0.09% | 166 |
|
|
2023
Q1 | $208K | Buy |
1,312
+3
| +0.2% | +$476 | 0.1% | 166 |
|
|
2022
Q4 | $208K | Buy |
+1,309
| New | +$208K | 0.11% | 162 |
|