Laidlaw Wealth Management’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
2023 Q4	–	Sell	-1,364	Closed	-$258K	–	274
2023 Q3	$258K	Sell	1,364 -365	-21%	-$69K	0.09%	219
2023 Q2	$344K	Buy	+1,729	New	+$344K	0.07%	245
2022 Q1	–	Sell	-1,094	Closed	-$247K	–	429
2021 Q4	$247K	Buy	+1,094	New	+$247K	0.04%	341