Partnership Wealth Management’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
Q3
$244K Sell
2025
Q2
$233K Sell
2025
Q1
$273K Buy
2024
Q4
$296K Buy
2024
Q3
$257K Sell
2024
Q2
$322K Sell
2024
Q1
$379K Buy
2023
Q4
$344K Buy