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

Apriem Advisors’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.74M	Buy
2025 Q1	$1.4M	Buy
2024 Q4	$366K	Buy
2024 Q3	$262K	Buy
2014 Q3	–	Sell
2014 Q2	$59K	Hold
2014 Q1	$56K	Hold
2013 Q4	$55K	Hold
2013 Q3	$51K	Hold
2013 Q2	$47K	Buy