Investment House LLC’s Vanguard Small-Cap ETF VB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,539
Closed -$580K 227
2024
Q1
$580K Sell
2,539
-2,079
-45% -$475K 0.03% 156
2023
Q4
$985K Buy
+4,618
New +$985K 0.07% 121