HIW
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Holos Integrated Wealth’s Vanguard Small-Cap ETF VB Stock Holding History

Holos Integrated Wealth’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 		$2.26M Sell
9,416
-1,306
-12% -$314K 1.36% 18
2025
Q1 		$2.38M Sell
10,722
-22,696
-68% -$5.03M 1.56% 17
2024
Q4 		$8.03M Buy
+33,418
New +$8.03M 5.49% 6