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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$818K Sell
2024
Q2
$852K Sell
2024
Q1
$924K Sell
2023
Q4
$884K Sell
2023
Q3
$821K Buy
2023
Q2
$863K Buy
2023
Q1
$797K Sell
2022
Q4
$776K Sell
2022
Q3
$739K Sell
2022
Q2
$777K Sell
2022
Q1
$1M Sell
2021
Q4
$1.08M Buy