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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$32.6M Buy
137,666
+2,816
+2% +$667K 6.28% 2
2025
Q1
$29.9M Buy
134,850
+1,942
+1% +$431K 6.28% 2
2024
Q4
$31.9M Buy
132,908
+188
+0.1% +$45.2K 6.72% 2
2024
Q3
$31.5M Buy
132,720
+65,329
+97% +$15.5M 6.74% 2
2024
Q2
$14.7M Buy
67,391
+8,402
+14% +$1.83M 6.35% 3
2024
Q1
$13.5M Buy
+58,989
New +$13.5M 7.03% 4