O'Brien Wealth Partners’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
Q1
Sell
2024
Q4
$222K Sell
2024
Q3
$247K Buy
2018
Q4
Sell
2018
Q3
$20K Buy