Journey Strategic Wealth’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
Q2
$378K Sell
2025
Q1
$433K Buy
2024
Q4
$418K Sell
2024
Q3
$417K Buy
2024
Q2
$332K Buy
2024
Q1
$340K Sell
2023
Q4
$338K Sell
2023
Q3
$466K Sell
2023
Q2
$497K Sell
2023
Q1
$551K Buy
2022
Q4
$534K Buy