PWM
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Partners Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Partners Wealth Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$286K Hold
1,285
– – 0.33% 85
2025
Q1 		$285K Hold
1,285
– – 0.32% 84
2024
Q4 		$309K Buy
+1,285
New +$309K 0.35% 78