FSA
Fort Sheridan Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,594
| Closed | -$354K | – | 260 |
|
|
2025
Q1 | $354K | Sell |
1,594
-156
| -9% | -$34.6K | 0.05% | 193 |
|
|
2024
Q4 | $421K | Sell |
1,750
-91
| -5% | -$21.9K | 0.06% | 177 |
|
|
2024
Q3 | $437K | Sell |
1,841
-564
| -23% | -$134K | 0.07% | 169 |
|
|
2024
Q2 | $524K | Buy |
+2,405
| New | +$524K | 0.08% | 141 |
|