Optivise Advisory Services’s Vanguard Small-Cap ETF VB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$237K	Hold	999	–	–	0.12%	172
2025 Q1	$221K	Buy	999 +5	+0.5%	+$1.11K	0.12%	174
2024 Q4	$239K	Buy	994 +106	+12%	+$25.5K	0.13%	148
2024 Q3	$211K	Buy	+888	New	+$211K	0.11%	159