Discipline Wealth Solutions’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
Q3
$2.52M Buy
2025
Q2
$1.43M Buy
2025
Q1
$791K Sell
2024
Q4
$906K Sell
2024
Q3
$962K Buy
2024
Q2
$704K Buy
2024
Q1
$350K Sell
2023
Q4
$560K Buy