Prosperity Capital Advisors’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
2026 Q1	$12.6M	Buy	47,917 +2,725	+6%	+$737K	0.71%	31
2025 Q4	$11.7M	Sell	45,192 -3,737	-8%	-$957K	0.7%	32
2025 Q3	$12.4M	Buy	48,929 +10,026	+26%	+$2.49M	0.72%	28
2025 Q2	$9.22M	Buy	38,903 +1,577	+4%	+$352K	0.6%	38
2025 Q1	$8.3M	Sell	37,326 -4,269	-10%	-$1.02M	0.66%	31
2024 Q4	$10M	Buy	41,595 +5,666	+16%	+$1.39M	0.81%	25
2024 Q3	$8.52M	Buy	35,929 +6,200	+21%	+$1.41M	0.73%	28
2024 Q2	$6.48M	Buy	29,729 +79	+0.3%	+$17.3K	0.72%	26
2024 Q1	$6.78M	Sell	29,650 -13,806	-32%	-$2.97M	0.8%	23
2023 Q4	$9.27M	Buy	43,456 +4,216	+11%	+$812K	1.01%	18
2023 Q3	$7.42M	Buy	39,240 +10,951	+39%	+$2.18M	0.98%	17
2023 Q2	$5.63M	Buy	28,289 +3,070	+12%	+$580K	0.79%	18
2023 Q1	$4.78M	Buy	25,219 +12,720	+102%	+$2.47M	0.74%	25
2022 Q4	$2.29M	Buy	+12,499	New	+$2.32M	0.71%	22