Brio Consultants’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
$1.3M Sell
2025
Q1
$2.6M Buy
2024
Q4
$2.58M Buy
2024
Q3
$2.51M Buy
2024
Q2
$2.03M Buy
2024
Q1
$1.9M Buy
2023
Q4
$1.76M Buy
2023
Q3
$944K Buy
2023
Q2
$932K Buy
2023
Q1
$669K Sell
2022
Q4
$656K Sell
2022
Q3
$652K Buy
2020
Q2
Sell
2020
Q1
$189K Buy