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Elm3 Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History

Elm3 Financial Group’s Portfolio VB Stock Details VB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$543K Sell
2,291
-103
-4% -$24.4K 0.45% 46
2025
Q1 		$531K Buy
2,394
+962
+67% +$213K 0.47% 50
2024
Q4 		$344K Buy
+1,432
New +$344K 0.29% 64