CWM
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Centricity Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$303K Hold
1,278
0.24% 62
2025
Q1
$283K Buy
1,278
+233
+22% +$51.7K 0.26% 61
2024
Q4
$251K Buy
+1,045
New +$251K 0.23% 63