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Prevail Innovative Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-31,362
Closed -$7.54M 195
2024
Q4
$7.54M Buy
31,362
+17,528
+127% +$4.21M 2.18% 6
2024
Q3
$3.28M Buy
+13,834
New +$3.28M 1% 31