Claris Financial’s Vanguard Small-Cap ETF VB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$934K	Sell	3,943 -532	-12%	-$126K	0.7%	39
2025 Q1	$1.08M	Hold	4,475	–	–	0.71%	37
2024 Q4	$1.08M	Buy	+4,475	New	+$1.08M	0.71%	37