LWM
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Lionshead Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$582K Buy
2,445
+202
+9% +$48K 0.54% 53
2025
Q1
$498K Sell
2,243
-1,357
-38% -$301K 0.52% 53
2024
Q4
$865K Buy
+3,600
New +$865K 0.63% 41