Luminvest Wealth Management’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
$425K Hold
2025
Q1
$396K Sell
2024
Q4
$982K Buy
2024
Q3
$983K Hold
2024
Q2
$918K Buy
2024
Q1
$541K Sell
2023
Q4
$854K Buy