OBWP
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O'Brien Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History

O'Brien Wealth Partners’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
Q4 		$333K Buy
+1,291
New +$331K 0.04% 73
2025
Q1 		– Sell
-924
Closed -$222K – 76
2024
Q4 		$222K Sell
924
-116
-11% -$28.5K 0.04% 44
2024
Q3 		$247K Buy
+1,040
New +$236K 0.05% 39
2018
Q4 		– Sell
-120
Closed -$20K – 187
2018
Q3 		$20K Buy
+120
New +$19.4K 0.01% 105

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Envestnet Asset Management
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Mercer Global Advisors
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CAPTRUST Financial Advisors
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