EnRich Financial Partners’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
$295K Buy
2025
Q2
$274K Hold
2025
Q1
$256K Sell
2024
Q4
$281K Sell
2024
Q3
$283K Buy
2024
Q2
$218K Hold
2024
Q1
$229K Buy
2023
Q4
$213K Buy