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Lifeworks Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Lifeworks Advisors’s Portfolio VB Stock Details VB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$358K Buy
1,509
+21
+1% +$4.98K 0.05% 235
2025
Q1 		$330K Sell
1,488
-380
-20% -$84.3K 0.05% 236
2024
Q4 		$449K Sell
1,868
-868
-32% -$209K 0.08% 181
2024
Q3 		$649K Buy
+2,736
New +$649K 0.13% 141