Antonelli Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-902
Closed -$200K 48
2025
Q1
$200K Sell
902
-775
-46% -$172K 0.16% 46
2024
Q4
$403K Buy
+1,677
New +$403K 0.34% 34