Copperwynd 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 Q1	–	Sell	-43,862	Closed	-$10.5M	–	155
2024 Q4	$10.5M	Buy	+43,862	New	+$10.5M	2.91%	11
2018 Q1	–	Sell	-35,241	Closed	-$5.21M	–	104
2017 Q4	$5.21M	Buy	+35,241	New	+$5.21M	3.8%	10