Callan Family Office’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
Sell
2025
Q1
$277K Hold
2024
Q4
$300K Sell
2024
Q3
$341K Buy
2024
Q2
$261K Buy
2024
Q1
$265K Hold
2023
Q4
$247K Hold
2023
Q3
$219K Hold
2023
Q2
$231K Buy
2023
Q1
Sell
2022
Q4
$394K Buy