Milestone Wealth’s Vanguard Small-Cap ETF VB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$49K Sell
290
-3
-1% -$507 0.05% 111
2022
Q2
$52K Hold
293
0.05% 107
2022
Q1
$67K Hold
293
0.05% 108
2021
Q4
$67K Buy
+293
New +$67K 0.05% 108