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

Modern Wealth Management’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 Q2	$3.83M	Sell
2025 Q1	$3.76M	Buy
2024 Q4	$1.35M	Buy
2024 Q3	$338K	Buy
2024 Q2	$230K	Buy