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GEN Financial Management’s Vanguard Small-Cap ETF VB Stock Holding History

GEN Financial Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$527K Sell
2,224
-1,516
-41% -$359K 0.43% 29
2025
Q1 		$829K Buy
3,740
+91
+2% +$20.2K 0.56% 21
2024
Q4 		$877K Buy
+3,649
New +$877K 0.57% 23