Core Wealth Advisors’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
Q1
Sell
2024
Q4
$6.15M Buy
2021
Q4
Sell
2021
Q3
$6K Hold
2021
Q2
$6K Hold
2021
Q1
$6K Hold
2020
Q4
$5K Hold
2020
Q3
$4K Buy