PRW Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

PRW Wealth Management’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$200K	Buy
2022 Q3	–	Sell
2022 Q2	$205K	Buy
2020 Q1	–	Sell
2019 Q4	$1.04M	Sell
2019 Q3	$1.07M	Sell
2019 Q2	$1.26M	Sell
2019 Q1	$2.56M	Buy
2018 Q4	$2.13M	Buy