Pin Oak Investment Advisors’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
$36K Buy
165
+5
+3% +$1.09K 0.03% 223
2025
Q1
$37K Hold
160
0.03% 211
2024
Q4
$38K Hold
160
0.03% 211
2024
Q3
$37K Buy
+160
New +$37K 0.03% 213