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BXM Wealth’s Vanguard Small-Cap ETF VB Stock Holding History

BXM Wealth’s Portfolio VB Stock Details VB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$770K Sell
3,173
-4,040
-56% -$980K 0.91% 31
2025
Q1 		$1.6M Buy
7,213
+344
+5% +$76.2K 1.92% 14
2024
Q4 		$1.65M Buy
+6,869
New +$1.65M 2.31% 11