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Alteri Wealth’s Vanguard Small-Cap ETF VB Stock Holding History

Alteri Wealth’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$445K Sell
1,876
-376
-17% -$89.1K 0.17% 145
2025
Q1 		$499K Sell
2,252
-898
-29% -$199K 0.22% 117
2024
Q4 		$757K Buy
+3,150
New +$757K 0.21% 70