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

Oak Wealth Advisors’s Portfolio VB Stock Details VB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.23M Sell
5,194
-179
-3% -$42.4K 0.79% 17
2025
Q1 		$1.19M Buy
5,373
+1,160
+28% +$257K 0.88% 16
2024
Q4 		$1.01M Buy
+4,213
New +$1.01M 0.78% 18