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

Modern Wealth Management’s Portfolio VB Stock Details VB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.3M	Sell
2025 Q2	$4.21M	Buy
2025 Q1	$3.76M	Buy
2024 Q4	$1.35M	Buy
2024 Q3	$338K	Buy
2024 Q2	$230K	Buy