LWA
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LifeGoal Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

LifeGoal Wealth Advisors’s Portfolio VB Stock Details VB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$212K Sell
893
-1,193
-57% -$283K 0.2% 62
2025
Q1 		$463K Sell
2,086
-108
-5% -$23.9K 0.5% 41
2024
Q4 		$527K Buy
+2,194
New +$527K 0.57% 37