Family Investment Center’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
2026 Q1	$6.24M	Sell	23,825 -883	-4%	-$239K	1.2%	18
2025 Q4	$6.37M	Sell	24,708 -324	-1%	-$83K	1.29%	17
2025 Q3	$6.37M	Sell	25,032 -1,129	-4%	-$280K	1.32%	18
2025 Q2	$6.2M	Sell	26,161 -2,396	-8%	-$535K	1.4%	18
2025 Q1	$6.33M	Sell	28,557 -2,251	-7%	-$538K	1.55%	18
2024 Q4	$7.4M	Sell	30,808 -991	-3%	-$244K	1.88%	18
2024 Q3	$7.54M	Sell	31,799 -620	-2%	-$141K	1.89%	19
2024 Q2	$7.07M	Sell	32,419 -3,357	-9%	-$737K	2.11%	18
2024 Q1	$8.18M	Sell	35,776 -5,043	-12%	-$1.08M	2.64%	12
2023 Q4	$8.71M	Sell	40,819 -11,982	-23%	-$2.31M	4.38%	6
2023 Q3	$9.98M	Sell	52,801 -46,441	-47%	-$9.25M	6.03%	4
2023 Q2	$19.7M	Buy	99,242 +6,489	+7%	+$1.23M	12.63%	3
2023 Q1	$17.6M	Buy	92,753 +5,810	+7%	+$1.13M	12.08%	3
2022 Q4	$16M	Buy	+86,943	New	+$16.1M	11.64%	3