Avidian Wealth Enterprises’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
2025
Q3
$631K Sell
2025
Q2
$598K Sell
2025
Q1
$1.3M Buy
2024
Q4
$503K Buy
2024
Q3
$495K Buy
2024
Q2
$402K Buy
2024
Q1
$307K Buy
2023
Q4
$279K Sell
2023
Q3
$250K Buy