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Blue Zone Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Blue Zone Wealth Advisors’s Portfolio VB Stock Details VB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,888
Closed -$427K – 111
2021
Q4 		$427K Buy
1,888
+410
+28% +$92.7K 0.14% 77
2021
Q3 		$323K Buy
+1,478
New +$323K 0.11% 86