Family Wealth 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
$7.24M Buy
2025
Q2
$6.53M Sell
2025
Q1
$6.43M Sell
2024
Q4
$7.08M Buy
2024
Q3
$6.86M Sell
2024
Q2
$6.4M Buy
2024
Q1
$5.95M Sell
2023
Q4
$6.14M Buy