Balanced Wealth Group’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
Q2
$4.9M Sell
2025
Q1
$4.54M Buy
2024
Q4
$5.09M Buy
2024
Q3
$4.82M Sell
2024
Q2
$4.41M Sell
2024
Q1
$4.65M Buy
2023
Q4
$4.05M Buy