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McCarter Private Wealth Services’s Vanguard Small-Cap ETF VB Stock Holding History

McCarter Private Wealth Services’s Portfolio VB Stock Details VB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$985K Buy
4,158
+2,103
+102% +$498K 0.56% 41
2025
Q1 		$456K Buy
2,055
+55
+3% +$12.2K 0.3% 63
2024
Q4 		$481K Buy
2,000
+110
+6% +$26.4K 0.3% 60
2024
Q3 		$448K Buy
+1,890
New +$448K 0.28% 62