Private Wealth Management Group’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
$122K Hold
2025
Q2
$114K Hold
2025
Q1
$106K Hold
2024
Q4
$115K Hold
2024
Q3
$114K Hold
2024
Q2
$105K Hold
2024
Q1
$110K Hold
2023
Q4
$102K Buy