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Pasadena Private Wealth’s Vanguard Small-Cap ETF VB Stock Holding History

Pasadena Private Wealth’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 		$285K Buy
1,203
+10
+0.8% +$2.37K 0.05% 149
2025
Q1 		$264K Sell
1,193
-631
-35% -$140K 0.05% 152
2024
Q4 		$438K Buy
1,824
+845
+86% +$203K 0.09% 96
2024
Q3 		$232K Buy
+979
New +$232K 0.05% 133