Moss Adams Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$818K Hold
2025
Q2
$762K Sell
2025
Q1
$742K Buy
2024
Q4
$770K Buy
2023
Q4
Sell
2023
Q3
$42.2K Hold
2023
Q2
$44.4K Sell
2023
Q1
$89.8K Buy
2022
Q4
$86.8K Buy