Middleton & Co’s Vanguard Small-Cap ETF VB Stock Holding History

Middleton & Co’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$440K	Hold
2025 Q2	$410K	Hold
2025 Q1	$384K	Sell
2024 Q4	$428K	Hold
2024 Q3	$422K	Hold
2024 Q2	$388K	Buy
2024 Q1	$373K	Hold
2023 Q4	$348K	Hold
2023 Q3	$308K	Sell
2023 Q2	$334K	Buy