Breakwater Investment 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
2025
Q3
$193K Sell
2025
Q2
$225K Hold
2025
Q1
$211K Hold
2024
Q4
$229K Hold
2024
Q3
$226K Sell
2024
Q2
$222K Hold
2024
Q1
$232K Buy